About Us

Who We Serve

Philanthropy Advisory Counsel serves both the nation's nonprofit organizations and individual philanthropists.

What We Do

Who We Serve

We work with nonprofit organizations to create and sustain vibrant gift planning programs and with individuals to implement creative and robust philanthropy.

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Who We Are

Who We Serve

Who We Are

We have 39 years of experience in the philanthropic arena with technical expertise in the charitable gift planning field.

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Who We Serve

The etymology of the word philanthropy comes from the Greek Philos (love) and Anthropos (humanity). It literally means “love of humanity”. Please note that there is no dollar amount associated with this. Any gift that is given in the spirit of this literal meaning is a true act of philanthropy.

We assist nonprofit organizations to create and implement strategic plans that support robust philanthropic engagement. Our work allows organizations to deploy staff who are well versed in the latest philanthropic methods and donor-centric in their work with the organization’s friends and stakeholders.

In addition, we assist individuals in making their philanthropic decisions wisely and implementing them in the most advantageous manner possible. This will empower their charitable giving to be in harmony with, and an integral component of, their financial and estate planning.

What We Do

For Nonprofit Organizations

We provide Fractional Gift Planning services to nonprofit organizations:

‒ By the Donor

Developing strategic plans that engage a donor and create a strong and enduring relationship with the organization
Assistance in structuring and completing the most complex gifts
Meeting with potential donors alongside organizational representatives to discuss complex and tax-wise philanthropic options

‒ By the Project

Audit, assessment, and analysis of a gift planning program to position it for success
Developing strategic plans that build robust gift planning programs
Educating gift officers, providing them the knowledge and skills to talk confidently with donors about gifts of appreciated assets, IRA QCD's, and other planned giving instruments
Seminars for executive leadership, boards, and other volunteers on gift planning basics
Seminars for donors to introduce creative gift planning concepts
Audit, assessment, and analysis of an organization’s endowment policies and procedures
Audit, assessment, and analysis of an organization’s charitable gift annuity program
Implementation of fundraising policies and procedures and board governance best practices
Coaching for philanthropy office leadership and gift officers

‒ By Retainer

All of the services listed above
Integrating gift planning across the organization, resulting in blended gifts that maximize donor potential and provide resources to the organization both today and in the future

For Individual Philanthropists

We assist individuals and their families in the following ways:

Investigating various charitable entities to determine the best organization to fulfill the family’s charitable objectives
Acting as an intermediary with nonprofit organizations to negotiate the details and implementation of a specific philanthropic gift
Determining the best vehicles for philanthropic giving: family foundation, donor advised fund, charitable lead trust, charitable remainder trust, gift annuities, etc.
Drafting and implementing philanthropic giving instruments
Examining and explaining the tax implications of various giving options
Integrating philanthropy as a method of transmitting generational family values

Philanthropy is for Everyone

Philanthropy Advisory Counsel is dedicated to empowering philanthropists to create more effective and impactful contributions, enabling all nonprofits to better serve their varied communities. As the pace of change in our world continues to increase, it is essential for nonprofits to have the resources necessary to fulfill their wide-ranging missions.

We believe that philanthropy is enriched by a wide variety of perspectives, reflecting both the communities served and the organizations themselves. We strive to include a wide variety of perspectives in our work, and we are committed to assisting philanthropists of all backgrounds and identities in their efforts to make the world a better place.