Philanthropic Solutions Group Services for Individuals
Helping You Fulfill the Legacy You Envision
Being a steward of your assets can mean dealing with regulations, taxes and red tape. That’s where Tri-Star’s Philanthropic Solutions Group can make a difference for you. We’ll help you efficiently and cost-effectively fulfill your legacy and make a bigger impact.
Investment Management – helping you invest in a way that meets your goals while avoiding unnecessary costs and risks.
Technical Advising – navigating the legal and tax issues that impact your charitable giving and estate planning.
Assistance with Governance Documents and Policies – including bylaws, fund documents, policies and budgets.
Gift Design Strategies – helping you develop gifts that make sense for your philanthropic vision.
Planned Giving – ensuring current and deferred gifts are managed properly and meeting goals.
Granting – providing guidance on your distribution of charitable funds, including screening of potential recipients.
Board of Directors Development – working with your private foundation’s board to ensure understanding and optimization of your strategy.
Contact us to learn more about our philanthropic solutions for individuals.