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Charitable Giving

While philanthropy is a powerful and vital force for good, managing charitable funds can be a challenge unto itself. Fund development, planning and reporting are laborious tasks for family enterprises striving to fulfill the charitable fund’s mission and priorities.

Meet the Partners

To support our clients’ visions, O’Connor Davies delivers comprehensive, tailored support with a longtime commitment to outstanding, responsive service. Through our specialists and broad third-party network, we assist our clients with organizing, planning, evaluating, reporting and ultimately, transitioning their charitable funds. Our knowledge and full range of services allow clients to rest assured that their objectives are being addressed with exceptional effectiveness and efficiency so that they are free to focus on achieving the mission that first inspired the creation of their fund.

Profound experience and insight in charitable fund management best practices

The charitable giving support we offer Family Offices includes:

  • Philanthropic mission development
  • Fund structure development
  • Board and fund reporting
  • Review and preparation of investment policies
  • Family legacy planning
  • Tax returns and compliance for charitable trusts and private foundations
  • Integration with tax and investment strategies
  • Investment guidance
  • Grant expenditure evaluation
  • Investment monitoring