1-888-830-4199
Toggle Menu
Philanthropy Services

Meaningful giving for things that matter most

Scroll Down

More than Writing a Check

The Philanthropy Services Group was established as part of First Foundation’s mission to enhance the wealth and well-being of our clients by developing meaningful giving programs aligned with clients’ values. Helping clients implement a thoughtful giving program that leaves a long-lasting legacy. Our services include:

Strategic Planning and Clarification of Values

Mission, vision and values; Desired outcomes; Governance and procedures; Strategic grantmaking; Criteria and award guidelines

Foundation Administration and Program Management

Research and nonprofit screening; Due diligence and site visits; Custom website and online application; Board meetings and selection process; Bookkeeping and disbursements; Grant agreements; Grant monitoring; State/federal filings

Board and Next Generation Engagement

Board development; Team building; Training; Off-site meetings; Multi-generational planning; Collaboration with other funders

Our Team Provides Your Family and Foundation with...

High Touch Services
Hands on guidance in structuring effective multi-generational family leadership and continuity.
Training and Mentoring
Training and mentoring of family and board members today, tomorrow, and over time.
Meeting Support
Facilitated board and committee meetings to optimize your time.
Online Access
Advanced secure online access for board members to grant activity and reports.
High Tech Solutions
Sophisticated online grant application, processing, and awards.
Data Management and Reporting
Data management and reports for your annual and cumulative grant program.
High Impact Focus
Recognized leadership in social ventures, program and mission-related investments.
Knowledgeable Team
Deep subject matter experience and knowledge about charitable giving.
This is an image for our team
Our Team

Philanthropy Services Team

Decades of experience in strategic grant making and recognized leaders in social ventures as well as program and mission-related investments.

Insights

Is a Donor Advised Fund or Private Foundation Right for You?

Compare the differences between a donor advised fund and a private foundation.

Our Expertise

Insights on Managing Your Wealth

Crystal Ball Gazing
Louis Abel, CFA®, CAIA
Investor Education – Going on a Diet: Cutting Back on Desserts from Three to Two
Steven B. Mills, J.D.
Hurricane Relief and Retirement Fund Hardship Withdrawals
Daniel Fan, J.D., LL.M., CFP®

Stay Informed

Get news & insights delivered to your inbox.

Define your charitable legacy through your trust.

Learn More about Trust Services

Develop a financial plan with your philanthropy goals in mind.

Learn More about Wealth Planning
Disclosures

Find your Advisor.

View all bankers and advisors

Let's talk... Please enter a Specialty and Location to view a banker/advisor near you.