Philanthropy

Charitable giving is a satisfying way to assist worthy causes and organizations. Estate planning is one method of achieving philanthropic goals. But for some individuals and families, there may be a need for a more comprehensive method to establish charitable goals and implement the strategies to achieve those goals. Archer Huntley Financial Services, Inc., can assist with

• Establishing goals for charitable giving
• Defining the mission and focus of charitable financial vehicles
• Selecting the best approach to achieve established charitable financial goals
• Ensuring investments are aligned appropriately for each charitable organization
• Establishing policies for grant-making decisions
• Monitoring of grant performance
• Providing appropriate administrative reports and tax reporting
• Building organization boards
• Providing access to philanthropy specialists