BE Family Office: Charity & Philanthropy Division
At BE Family Office, we recognize that wealth carries a responsibility to contribute to society. Our Charity & Philanthropy division helps clients fulfill their philanthropic aspirations meaningfully and effectively. We guide you through the process of defining your charitable goals, developing impactful strategies, and managing your philanthropic endeavors.
This division comprises two key areas:
Giving Strategy:
Grant-Making Foundation:
Grant-Making Foundation:
- Focus: We work closely with you to understand your values, passions, and desired impact. We then develop a personalized giving strategy that aligns with your philanthropic vision.
- Objectives:
- Define your philanthropic goals and priorities.
- Identify causes and organizations that resonate with your values.
- Develop a strategic framework for impactful giving.
- Explore various charitable vehicles (direct giving, donor-advised funds, foundations).
- Impact: Ensures your charitable giving is strategic, focused, and aligned with your values, maximizing your impact on the causes you care about.
Grant-Making Foundation:
Grant-Making Foundation:
Grant-Making Foundation:
- Focus: For clients who wish to establish a more formal structure for their philanthropy, we assist with setting up and managing a grant-making foundation.
- Objectives:
- Provide guidance on legal and administrative aspects of foundation establishment.
- Develop grant-making policies and procedures.
- Identify and evaluate potential grantees.
- Manage the foundation's assets and ensure compliance.
- Impact: Provides a structured and sustainable platform for your charitable giving, allowing you to create a lasting legacy of social impact.