INDIVIDUALS & FAMILIES

Your Goals

Are you having the impact you want?

Translating intentions to impact takes focus, skills and money.

By taking a deliberate, holistic look at the values that govern your life – and the causes consistent with those values – you can create a philanthropic mission statement that informs and guides your decisions.

We can help you:

  • Recognize patterns in your charitable giving
  • Develop concrete, consistent criteria to drive decisions
  • Provide a framework to evaluate the impact of your giving
  • Determine the tax implications of your mission statement
  • Reconcile differences between funding and desired impact

Is a family foundation right for you?

If you want to establish an organized vehicle for charitable giving – one that you can pass on to your children and future generations – you may be considering creating a family foundation.

This approach to philanthropy allows you to focus your gift-giving, while playing a significant, governing role in the distribution of funds.

SEI Private Wealth Management can help you:

  • Form the foundation mission statement, bylaws and procedures
  • Educate board members concerning roles, governance, and grant making
  • Conduct grant making and due diligence
  • Prepare tax documentation
  • Ensure compliance with distribution requirements

If you’d like to learn more: