Preserve Your Legacy Through Philanthropy
For families interested in transferring wealth in a manner that reflects their values, our Center for Family Philanthropy and Wealth Education delivers tailored philanthropic advisory and administration services, coupled with holistic wealth education.
An Integrated Approach
The many dimensions of wealth require an integrated approach. The combination of our Goals-Based Wealth Management framework and advisory expertise allows us to seamlessly integrate your philanthropic, legacy, and educational priorities into your overall wealth plan.
A Full Range Of Services For Your Family
The many dimensions of wealth require an integrated approach. The combination of our Goals-Based Wealth Management framework and advisory expertise allows us to seamlessly integrate your philanthropic, legacy, and educational priorities into your overall wealth plan.
Philanthropic Advice
We guide you in developing and implementing a giving strategy that aligns with your family’s values, passions and charitable goals.
Philanthropic Administration
We simplify the day-to-day details of your philanthropic giving strategies through organizational support, tax preparation, charitable trust administration, and more.
Family Wealth Education
Sustaining wealth across generations and preserving values are significant goals for any family. The Center for Family Philanthropy and Wealth Education offers a range of tailored educational programs, from the basics of investments and trusts to philanthropy and estate planning.
Optimize your Charitable Giving with A Donor-Advised Fund
Services supporting your philanthropic, legacy and educational goals:
- Philanthropic Advice
- Philanthropic Administration
- Family Wealth Education
Services to support your philanthropic, legacy and educational goals:
Philanthropic Advice
- Ascertain and document philanthropic objectives
- Develop mission, vision and value statements
- Charitable vehicle selection and funding in collaboration with tax advisors
- Next-gen engagement
- Governance best practices
- Board development and succession planning
- Grantmaking strategy and research
- Peer-to-peer client networking
- Thought leadership including webinars, seminars and written materials
Philanthropic Administration
- Support for a full range of giving strategies
- Foundation, donor-advised fund, and charitable trust administration
- Grants and expense payment, processing and reporting
- Meeting coordination
- Tax preparation and compliance
- Collaborate with portfolio manager and Sustainable and Impact Investing team to align investments with mission and values
Family Wealth Education
- Education curriculum for current and next gen
- Trusts
- Investments
- Wealth Planning
- Philanthropy
- Taxes
- Special Topics
- Values discernment and legacy planning
- Family dynamics and governance best practices
Frequently Asked Questions
Glenmede Private Wealth is privileged to have the opportunity to partner with you and your family.
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