• Services
  • Services

    Donor Advising, Research & Educational Services (DA•R•ES) - working in concert with donors' financial, legal and philanthropic advisers - provides expert advice on how best to meet one's strategic charitable objectives and provides hands-on assistance and support in developing and implementing a plan to achieve those goals.

    Great grant making involves four distinct steps:
    • developing a giving strategy with achievable programmatic objectives appropriate to one's means
    • incorporating philanthropy into one's overall financial planning strategy
    • implementing a gift or a giving program
    • engaging in appropriate oversight over the lifetime of the program.