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PILLARVI

Strategic Philanthropy

Charitable goal-setting, annual gift planning, and structuring of private foundations or donor-advised funds.

Philanthropy is the pillar where the office's work is most plainly the family's own. The office's role is to translate the family's stated charitable intent into a vehicle, a gifting plan, and a measurable mission, and then to run the philanthropy as a coherent practice rather than as a sequence of unconnected gifts.

Groups

2

Services

6

Pillar

VI

VI.01

Philanthropic Goals

2 services

  1. VI.01.01

    Facilitate determination of family's charitable goals and areas of interest

    As arising

    Stendal facilitates structured conversations across the family to surface charitable goals and areas of interest, producing a written statement that anchors all subsequent gift-planning decisions.

  2. VI.01.02

    Develop and review a philanthropic mission statement

    Annual

    Stendal helps the family articulate a philanthropic mission statement and reviews it annually against giving experience and family evolution.

VI.02

Personal Charitable Gift Planning

4 services

  1. VI.02.01

    Assist in evaluating charitable opportunities

    As arising

    Stendal evaluates charitable opportunities the family is considering against the family's mission, the recipient organization's effectiveness, and the tax efficiency of the proposed gift.

  2. VI.02.02

    Create a strategic gifting plan

    Annual

    Stendal develops the family's annual gifting plan, optimizing across cash, in-kind securities, and donor-advised-fund disbursements for combined tax and impact.

  3. VI.02.03

    Maximize tax benefits of gifting strategies

    Annual

    Stendal structures each gift to capture the maximum available tax benefit (donation tax credit, capital gains exemption on appreciated securities, corporate vs personal donation positioning), revised annually as rules change.

  4. VI.02.04

    Establish private foundation or Donor-Advised Fund

    As arising

    Stendal evaluates whether a Private Foundation or Donor-Advised Fund fits the family's giving size and complexity, and coordinates establishment with counsel and the chosen administrator.