Philanthropy Advisory Services
At Ensue, we believe that philanthropy is more than just giving—it's about creating meaningful, lasting impact. Our dedicated philanthropy advisory team works with individuals, families, and foundations to develop strategic giving plans that align with your values and maximize your charitable impact.
Our Philanthropy Services
Strategic Giving Plans
Develop comprehensive philanthropy strategies that align with your values, financial goals, and desired impact areas. We help you create a giving roadmap with clear objectives and measurable outcomes.
Foundation Management
End-to-end support for private foundations, including governance, grant management, compliance, and impact assessment. We ensure your foundation operates efficiently and effectively.
Tax-Efficient Giving
Optimize your charitable contributions using donor-advised funds, charitable trusts, and other tax-advantaged structures to maximize both your impact and tax benefits.
Impact Investing
Align your investment portfolio with your values through ESG (Environmental, Social, Governance) screening, impact investing, and mission-related investment strategies.
Next-Generation Engagement
Develop programs to engage family members across generations in your philanthropic mission, ensuring continuity and shared purpose for years to come.
Due Diligence & Impact Measurement
Thorough vetting of potential grantees and ongoing measurement of your charitable impact to ensure your resources are creating meaningful change.
Our Approach to Philanthropy
At Ensue, we take a holistic approach to philanthropy that integrates seamlessly with your overall wealth management strategy. Our process includes:
1. Discovery & Alignment
We begin by understanding your philanthropic goals, values, and vision. What causes are you passionate about? What kind of legacy do you want to create? We work with you to define clear objectives and establish giving priorities.
2. Strategic Planning
Based on your goals, we develop a comprehensive philanthropy plan that addresses:
- Giving vehicles and structures (DAFs, foundations, trusts)
- Tax optimization strategies
- Budget allocation and grant-making timelines
- Family governance and decision-making processes
- Impact measurement frameworks
3. Implementation & Management
Our team provides ongoing support with grant administration, due diligence on potential grantees, compliance requirements, and day-to-day management of your charitable activities.
4. Evaluation & Evolution
We regularly assess the impact of your giving and refine your strategy as needed. As your circumstances and priorities evolve, so does your philanthropy plan.
Ready to Transform Your Philanthropy?
Whether you're just beginning your philanthropic journey or looking to enhance your existing giving strategy, our team of experts is here to help you create meaningful impact.