Aligning Your Values With Your Legacy

Glenmede’s Center for Family Philanthropy and Wealth Education delivers tailored philanthropic advisory and administration services, coupled with holistic wealth education.

Philanthropy Across Generations

Philanthropy & Wealth Education

An integrated approach

The many dimensions of wealth require an integrated approach. Your family may want to support a cause you believe in, educate the next generation about wealth-related responsibilities or align your family philanthropy and wealth education.

The combination of our Goals-Based Wealth Management framework, investment strategy and advisory expertise allows us to seamlessly integrate your philanthropic, legacy and educational priorities into your overall wealth plan.

Winner: Philanthropy Advice

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Philanthropic Advice

We guide you in developing and implementing a long-term giving strategy that brings your values and philanthropic goals to life.

Philanthropic Administration

We simplify the day-to-day details of your philanthropic giving strategies through organizational support, tax preparation, charitable trust administration, and more.

a brick building with a clock on the front

Family Wealth Education

We offer a collection of educational materials supporting the general understanding of wealth and investment management to more complex topics such as how the next generation can manage your family’s legacy.

Simplify your Charitable Giving with a Donor-Advised Fund

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Services and solutions to support your philanthropic, legacy and educational goals:

Private foundation advisory and administrative services
Grantmaking
Trust services
Donor-advised fund
Wealth education curriculum

Glenmede Private Wealth is privileged to have the opportunity to partner with you.

What is a Donor Advised Fund?

A donor-advised fund (DAF) is a giving account for supporting charitable organizations that matter to you. A DAF account allows you to make a charitable contribution, generally receive an immediate tax deduction, and then recommend grants from the fund over time. Because donors receive a tax benefit upfront, contributions to a DAF are irrevocable. Learn more>

How can I prepare my children to manage family wealth?

It is important to have open and honest discussions with your children about wealth and inheritance planning, though the specifics of these conversations will vary by family. Working with an experienced advisor that can partner with you to deliver holistic family wealth education is a great way to start teaching your children on how to manage wealth.