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Foundations & Grantmakingfor Individuals & Families

From Inspiration to Impact

Your charitable foundation is unique. That’s why our team of foundation consultants delivers customized support tailored to your particular needs and goals. 

Our Approach

At U.S. Trust, your philanthropic goals are central to the design and delivery of our consulting and advisory services. Through our National Consulting & Advisory Practice, you receive guidance on all aspects of your charitable foundation — including investment management, governance, strategic grantmaking and administration — with the goal of maximizing effectiveness, efficiency and enjoyment.

Our foundation consultants provide guidance on a variety of strategic questions and concerns, including how to best educate and engage current and future foundation stewards and leaders; where and how to connect to relevant resources; and how to ensure that your philanthropic activities are having a positive impact on the communities and causes that interest you.

Services

Mission Development

Articulating what matters most to you.

Board Governance

Understanding roles and responsibilities, succession and board and/or family dynamics.

Grantmaking Strategy

Developing a plan designed for impact.

Grant Management and Administration

Ensuring accuracy and efficiency.

Related Solutions

Strategic Philanthropy

Create more impact as a donor.

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Business Owners

Insights and guidance for you, your family and your business needs.

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Specialized Foundation Services

Maximizing effectiveness and efficiency.

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