Philanthropy Consulting
PHILANTHROPY CONSULTING
Sunstone helps individuals and families navigate their philanthropic journey.
We help clients better understand their life’s priorities, their philanthropic goals and build a strategic plan around these enduring principles. Includes planning around major gift programs, specific areas of focus and the establishment of private or public foundations.
Sunstone Family Office provides tailored philanthropy advisory services designed to assist UHNW clients align their giving with their values to enhance their legacy and maximize impact.
We understand that philanthropy for UHNW families is not simply about giving money away — it’s about creating a lasting, measurable difference while navigating complex financial, legal, and interpersonal dynamics.
FOUNDATION MANAGEMENT
Philanthropic Foundation Management services encompass comprehensive support for foundations, including strategic planning, grant management, financial oversight, compliance with regulatory requirements, impact assessment, and donor relations.
FORG ensures efficient operations, transparency, and alignment with the foundation's mission to maximize social impact and sustainability.
ESTABLISHMENT AND MANAGEMENT OF DONOR ADVISED FUNDS
Family Philanthropy Planning and Donor Advised Funds services entail tailored guidance for families on creating effective philanthropic strategies, managing Donor Advised Funds (DAFs), facilitating charitable contributions, ensuring compliance with tax regulations, and measuring the impact of charitable giving. Sunstone supports families in achieving their philanthropic goals while optimizing tax benefits and fostering long-term charitable legacies. Our Gifting Network technology platform connects families, with custodians and beneficiaries.
Approach
Specialized Services
Specialized Services
Our approach is personalized, strategic, and results-driven. We work closely with our clients to integrate philanthropy seamlessly into their overall wealth and legacy planning.
Our services are built on four pillars:
- Vision & Values Alignment: We facilitate in-depth discussions with family members or stakeholders to articulate shared values, passions, and philanthropic goals, identify causes and issue areas that reflect those priorities, and address multigenerational perspectives to ensure long-term continuity of giving.
- Strategic Giving Framework: We develop comprehensive giving strategies tailored to client objectives, evaluate and recommend effective philanthropic vehicles, and establish decision-making protocols for family or corporate giving.
- Research & Due Diligence: We curate vetted nonprofit portfolios aligned with client interests, conduct due diligence on partners' credibility and effectiveness, and identify innovative impact opportunities including venture philanthropy.
- Implementation & Impact Measurement: We coordinate and execute giving initiatives with clients and manage nonprofit relationships including grants, reporting, and visits, and develop metrics for measurable impact.
Specialized Services
Specialized Services
Specialized Services
Philanthropy Education for Families: Workshops, retreats, and next-gen engagement programs to foster a
culture of giving across generations.
Cause Marketing & CSR Integration: Align corporate brand values with high-impact charitable initiatives.
Event Strategy & Fundraising Support: Guidance on hosting or participating in philanthropic events to maximize visibility and outcomes.
Cross-Border Giving: Expertise in structuring and managing international philanthropic commitments.
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