Philanthropic Advisory
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Foundations and Endowments
Foundations and endowments are the inspiration and legacy of philanthropic gifts given by people with intentions to make a difference by enriching our communities. For this reason, the team at Acumen Wealth Advisors is inspired to help boards serve their mission. Since foundations and endowments are designed to be perpetual, our team understands they require a different approach. We facilitate foundations and their boards to build on their investment policy, manage, and report on their foundation’s performance while working with donors to help create philanthropic gifts.
Foundations and endowments are overseen by boards and committees with constantly changing membership yet with a unified mission. Their goal is to maximize their resources and affect positive change. To maintain consistency and adherence to the goals and objectives of the foundation or endowment, Acumen will understand the mission and assist in the construction of a unique Investment Policy Statement (IPS). We understand unique needs and welcome the opportunity to demonstrate how our team can support your mission.
Family Philanthropy
Through our Philanthropic Advisory service, Acumen Wealth Advisors assists clients to identify and align their values with charitable organizations. Helping clients structure their philanthropy and charitable support in a tax-efficient manner is rewarding.
Understanding gifting methods serves both the needs of our clients and the grantee’s financial and tax objectives.
Forms of gifting are:
- Charitable gifting during life
- Generational gifting
- Charitable inclinations at death
- Donor-advised funds
- Estate planning
Charitable clients donate to nonprofits for:
- Charity donors report greater happiness levels.
- Confidence stems from aligned values and goals.
- Empathy and compassion drives giving to the less fortunate.
- Social connections and meeting like-minded individuals.
More services
Acumen Wealth Advisors is committed to help families reach their financial goals through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident , and secure.
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