Summary of Services

Glenrose Philanthropy Advisors meets clients where they are, helps them elevate their giving and guides them in creating meaningful trusts and legacies.

Complete Services Suite

• Review and evaluate current & past charitable giving (up to five previous years)
• Create a new charitable giving plan, that aligns with values & vision
• Analyze charities of interest and make recommendations
• Recommend vehicle for gifting to charity
• Track contributions and reporting for one year
• Write your ethical will(s)
• Evaluate and make recommendations on the right amount for heirs
• Plan and run a family meeting
• Coordinate with Tax, Legal and Financial Advisors

Full Philanthropic Services

• Review and evaluate current & past charitable giving (up to three previous years)
• Create a new charitable giving plan, that aligns with your values & vision
• Analyze charities of interest and make recommendations
• Recommend appropriate charitable giving vehicle

Targeted Philanthropic Services

• Clarify your goals, priorities, and areas of interest
• Create giving plan

Starter Legacy Services

• Write an ethical will(s)
• Plan and run a family meeting