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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