Philanthropic giving strategies
for tangible impact.
Legacy-led giving is only as effective as the impact made. We engage philanthropic impact in our family office engagements through the lens of meaning, taking time to understand what giving means to your family and your community.
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Why is Philanthropy so important in a
Family Office engagement?
Philanthropy makes your legacy tangible within your family and community.
When you partner with Heritage, we help you answer the most important questions.
- How can our family’s philanthropic impact shape the lives of the next generations?
- How can we reinforce our family values for the next generations through giving?
- Where can we make the most impact in our community today and in the future?
- How can we impress the value of giving to our children and grandchildren?
- How will we measure our strategic impact?
We don’t just measure how much of an impact your contribution makes, we think long-term to determine how your giving will shape your legacy and your memory.
This series highlights nonprofit organizations and individuals working to create lasting impact in our community. From executive leaders to frontline team members, each episode offers an inside look at the mission, challenges, and opportunities shaping the nonprofit sector today.
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With nearly 20 years of experience in nonprofit leadership and philanthropic development, Carrie has led transformational fundraising efforts at major universities securing some of the largest gifts in institutional history. She brings deep expertise in complex giving vehicles, multi-generational donor engagement, and high-impact charitable planning.
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Heritage’s approach to
Philanthropy.
Thoughtful, strategic philanthropic execution
Our approach to philanthropic planning begins by identifying both short- and long-term giving goals that align with your values and the legacy you hope to leave. We develop tax-efficient strategies mindful of the impact of your contributions and guide you in establishing charitable trusts or other vehicles that can extend the longevity of your giving.
Throughout the process, we integrate your charitable intentions with your broader estate planning, tax management, and portfolio strategy to ensure your philanthropy is executed thoughtfully and supports your long-term vision.
Frequently Asked Questions about Philanthropy
What Philanthropic giving vehicles are most effective?
There are several giving vehicles we are able to utilize in conjunction with your family’s broader strategies and goals.
We help clients evaluate and implement a range of charitable giving vehicles to support their philanthropic goals. Options such as donor-advised funds offer a flexible and tax-efficient way to contribute assets and recommend grants over time, while private foundations provide greater control and the opportunity to build a lasting charitable legacy. Charitable trusts can also play a key role by combining philanthropic impact with estate and tax planning benefits.
How does Philanthropy relate to a family’s legacy and succession planning?
In our experience, Philanthropy is a tool that can unite multiple generations and give them a shared vision for the future. Giving is a practical way to allow younger generations to engage with the impact of wealth and contextualize their family values. While not all family members may be involved in a family business, everyone within a family structure can engage meaningfully with Philanthropy.
As Philanthropy relates to legacy, it is the same contextualization that occurs within a family structure, only now as a lens through which your community will understand family values and contributions.
How often should a Family Office revisit a Philanthropic plan?
Beyond traditional wealth management, a Multi-Family Office engagement fosters continuity in both financial stewardship and the establishment of family values for future generations.
By partnering with advisors who specialize in Family Office–focused relationships, your family gains access to a coordinated team that understands the bigger picture, where you are today and what you intend to leave behind, while providing integrated planning, governance support, and long-term strategic guidance.
How can we measure Philanthropic impact of the organizations, institutions, and programs we give to?
There are many ways to understand and engage with the Philanthropic impact of your giving quantitatively and qualitatively, and it’s important to engage with both.
Quantitative measuring involves outputs (activity metrics), outcomes (results metrics), cost-effectiveness (how far your contribution goes), and social return on investment (economic impact in a community). Qualitative measures, e.g. site visits, beneficiary feedback, and leadership conversations contextualize not only how impact is being created, but how and why it is happening.
Our Promise to Our Families
Your family’s story is safe with us. Every strategy serves your legacy. Every interaction honors your privacy.
Your family’s estate planning requires not only expertise but absolute discretion. At Heritage Wealth Advisors, we maintain the highest standards of confidentiality in all tax and estate matters. As your fiduciary advisors, we structure every trust, plan every transaction, and recommend every strategy based solely on what best serves your family’s long-term interests. We never receive compensation from outside parties for our recommendations, ensuring our advice remains unbiased and aligned with your goals.
Our Confidentiality Commitment
- No Public Recognition Without Permission
- Selective Information Sharing
- Secure Communications, Always
- Anonymous Capabilities
- Perpetual Confidentiality