Skip to Main Content

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.

 

A group of people on a bench
The Center for Family Philanthropy & 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.

Optimize your Charitable Giving with A Donor-Advised Fund

 

Services supporting your philanthropic, legacy and educational goals:

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.

"*" indicates required fields

*Required Fields
This field is for validation purposes and should be left unchanged.

Contact Us

"*" indicates required fields

*Required Fields
This field is for validation purposes and should be left unchanged.