What this is

Giving structured for impact and for scrutiny. Family philanthropy attracts examination, and a programme that cannot withstand it becomes a liability.

What it looks like in practice

  • Programme focus and theory of change
  • Governance and grant-making discipline
  • Measurement designed before communication
  • Disclosure at the level scrutiny requires

What you get

Deliverables, stated up front.

Included in scope

  • Philanthropy strategy and focus
  • Governance framework
  • Measurement approach
  • Communication and disclosure plan

Where it sits

Part of Family Office & Legacy.

Multi generational reputation, handled with the discretion it requires.

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Frequently asked

Philanthropy Strategy, in plain terms.

How much should a family foundation give?

A question for your advisers. Communications-wise, consistency matters more than quantum.

Should family philanthropy be public?

Substantive programmes benefit from disclosure. Token giving publicised loudly attracts the comparison you would rather avoid.

Can philanthropy repair reputation?

Not on its own, and attempting it transparently as a response to criticism usually compounds the problem.

In more depth

Giving that survives scrutiny.

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Focus beats generosity

Reactive giving across many causes produces no evidenced outcome and invites the criticism that the foundation is decorative. A defined focus with a theory of change is defensible.

Governance is examined

Family foundations attract scrutiny of trustees, grant processes and related-party transactions. Structure it as if it will be audited, because eventually it may be.

Measurement designed first

Deciding what success looks like before granting is what makes later reporting credible rather than anecdotal.

Also in Family Office & Legacy

Related services.

Legacy NarrativeNext Generation VisibilityPrivacy & Protection

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