Whether your clients are looking to invest in charitable assets, or they hate paperwork, or they simply don’t have time for ongoing management, we can help. It's easy to set up customized services. Partnering with us gives you cost-effective solutions, personalized service and expert counsel.
Consulting Services for Clients
SVCF's customized services are designed to help you and your clients manage any, or all, of the tasks associated with charitable giving for individual donors, nonprofits or private foundations.
Generational Giving Strategies
SVCF supports families in engaging the next generation of givers in a highly customized way.
We work with each member of the family to identify what matters most to them through a values-seeking exercise, allowing individual voices to be heard. We help families build consensus around their philanthropic goals with input from each family member. SVCF then works with the family to build out a giving plan that accurately reflects your shared vision, while also considering different styles of giving. Further, we can create guiding principles, outline meaningful roles, coach on best practices, and craft an aligned family giving strategy.
Strategy and Program Design
Clearly defining goals and motivations is key to achieving sustained impact.
SVCF can help hone your client’s giving goals and create mission and vision statements that ensure thoughtful philanthropy for years to come. We can research and develop core components of your client’s giving strategy, and help foster a deeper understanding in a field of interest through benchmarking.