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