Family Philanthropy Advisory Services

Providing strategic advice to families engaged in philanthropy is a pivotal role that helps families maximize the impact of their philanthropic endeavors.

Family philanthropy often involves a unique blend of personal values, family dynamics, and social impact aspirations. We can offer guidance to align these elements, ensuring that philanthropic efforts are targeted, effective, and sustainable.

We help families define their philanthropic mission, establish clear goals, and develop a strategic roadmap to achieve those objectives.

By conducting thorough research, assessing community needs, and identifying potential areas of collaboration, we enable families to make informed decisions and leverage their resources for maximum social impact.

Additionally, we assist in evaluating and monitoring the effectiveness of philanthropic initiatives, allowing families to continuously refine their strategies and optimize their giving.

Ultimately, by providing strategic advice, we empower families to create lasting change and make a positive difference in the lives of individuals and the communities they serve.

Assisting with philanthropic intergenerational planning is a vital service that helps families establish a legacy of giving that spans across generations.

Philanthropic intergenerational planning involves engaging family members of different ages and backgrounds in meaningful conversations about values, goals, and their collective vision for philanthropy. We facilitate open and inclusive discussions, fostering a shared sense of purpose and ensuring that philanthropic endeavors reflect the evolving interests and passions of each generation. We help families navigate complex issues such as governance structures, decision-making processes, and intergenerational wealth transfer to create a cohesive philanthropic strategy.

By offering guidance on effective communication, conflict resolution, and collaborative decision-making, we foster unity and continuity in philanthropic efforts, ensuring a seamless transition from one generation to the next.

Strategic global nonprofit partnership development is an approach that enables familes to expand their reach, amplify their impact, and tackle complex global challenges through collaborative efforts.

This process involves identifying like-minded nonprofit organizations with complementary missions, expertise, and resources, and forging strategic partnerships to achieve shared goals.

Through careful analysis, due diligence, and relationship-building, we can facilitate the alignment of objectives, cultivate mutual trust, and establish a framework for collaboration. These partnerships enable nonprofits to leverage each other’s strengths, share knowledge and best practices, pool resources, and implement innovative solutions on a global scale.

Strategic global nonprofit partnership development drives efficiency, avoids duplication of efforts, and maximizes the collective impact of organizations working towards a common cause.

By fostering cross-sector collaboration, these partnerships create a powerful force for change, enabling nonprofits to address complex societal issues and drive positive transformation on a global scale.

Our service of facilitating family philanthropic ideas is a valuable resource that empowers families to explore, refine, and implement their philanthropic aspirations.

Understanding that each family is unique, this service provides a platform for open and collaborative discussions, allowing family members to share their individual values, passions, and interests.

By employing various facilitation techniques, we help guide these conversations, extract key themes, and identify potential areas of focus for the family’s philanthropic endeavors. We assist in conducting research, assessing community needs, and connecting with relevant stakeholders and organizations.

Through this process, families gain a deeper understanding of the social issues they care about and are equipped to develop informed strategies that align with their values and desired impact.

By facilitating family philanthropic ideas, we enable families to make a meaningful and lasting difference in the world, while also strengthening family bonds and fostering a sense of shared purpose across generations without having to do all the hard work yourselves.

At Bexford Consulting, we are proud to offer a concierge-level service for family philanthropy of any size, providing an exceptional level of support and personalized attention to families committed to making a difference.

We understand that family philanthropy is not just about financial contributions; it is a deeply personal and values-driven endeavor.

Our concierge service begins by taking the time to understand the unique goals, interests, and values of each family. From there, we meticulously curate a suite of services tailored to their specific needs, whether it’s strategic planning, impact assessment, grant management, or connecting with nonprofit partners.

We are a dedicated team of experts that are an extension of the family, offering guidance, expertise, and assistance at every step of your philanthropic journey.

We handle all the logistical details, research, and administrative tasks, freeing the family to focus on what matters most: making a meaningful and lasting impact.