Preserve Your Legacy Through Philanthropy
For families interested in transferring wealth in a manner that reflects their values, our Center for Family Philanthropy and Wealth Education delivers tailored philanthropic advisory and administration services, coupled with holistic wealth education.
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An Integrated Approach
The many dimensions of wealth require an integrated approach. The combination of our Goals-Based Wealth Management framework and advisory expertise allows us to seamlessly integrate your philanthropic, legacy, and educational priorities into your overall wealth plan.
A Full Range Of Services For Your Family
The many dimensions of wealth require an integrated approach. The combination of our Goals-Based Wealth Management framework and advisory expertise allows us to seamlessly integrate your philanthropic, legacy, and educational priorities into your overall wealth plan.
![Philanthropic Advice](https://www.glenmede.com/wp-content/uploads/2023/07/Philanthropic-Advice-1.png)
Philanthropic Advice
We guide you in developing and implementing a giving strategy that aligns with your family’s values, passions and charitable goals.
![Philanthropic Administration](https://www.glenmede.com/wp-content/uploads/2023/07/Philanthropic-Administration-1.png)
Philanthropic Administration
We simplify the day-to-day details of your philanthropic giving strategies through organizational support, tax preparation, charitable trust administration, and more.
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Family Wealth Education
Sustaining wealth across generations and preserving values are significant goals for any family. The Center for Family Philanthropy and Wealth Education offers a range of tailored educational programs, from the basics of investments and trusts to philanthropy and estate planning.
Optimize your Charitable Giving with A Donor-Advised Fund
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Services supporting your philanthropic, legacy and educational goals:
- Philanthropic Advice
- Philanthropic Administration
- Family Wealth Education
Services to support your philanthropic, legacy and educational goals:
Philanthropic Advice
- Ascertain and document philanthropic objectives
- Develop mission, vision and value statements
- Charitable vehicle selection and funding in collaboration with tax advisors
- Next-gen engagement
- Governance best practices
- Board development and succession planning
- Grantmaking strategy and research
- Peer-to-peer client networking
- Thought leadership including webinars, seminars and written materials
Philanthropic Administration
- Support for a full range of giving strategies
- Foundation, donor-advised fund, and charitable trust administration
- Grants and expense payment, processing and reporting
- Meeting coordination
- Tax preparation and compliance
- Collaborate with portfolio manager and Sustainable and Impact Investing team to align investments with mission and values
Family Wealth Education
- Education curriculum for current and next gen
- Trusts
- Investments
- Wealth Planning
- Philanthropy
- Taxes
- Special Topics
- Values discernment and legacy planning
- Family dynamics and governance best practices
Frequently Asked Questions
Glenmede Private Wealth is privileged to have the opportunity to partner with you and your family.
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