Menu
Emily W., a successful investment banker in New York, had accumulated substantial wealth but felt a profound desire to make a meaningful impact on society. She envisioned creating a lasting philanthropic legacy focused on education and environmental conservation but was uncertain about how to begin.
Emily wanted to establish a charitable foundation to ensure her contributions would have a measurable and enduring effect. She needed guidance on legal, financial, and strategic aspects and help integrating the foundation into her overall wealth plan.
Conducted in-depth discussions to understand Emily’s values, passions, and goals, helping her define a clear philanthropic mission.
Assisted in setting up a private family foundation, handling legal documentation, and ensuring compliance with regulatory requirements.
Helped articulate a mission focusing on providing scholarships to underprivileged students and supporting reforestation projects.
Created guidelines and procedures for evaluating grant applications, including selection and impact measurement criteria.
Aligned her philanthropic activities with her financial and estate plans, maximizing tax efficiencies and ensuring sustainability.
Within the first year, Emily’s foundation awarded scholarships totaling $2 million to 100 students and funded planting 50,000 trees in deforested areas. Her philanthropic activities fulfilled her personal aspirations and enhanced her family’s reputation for social responsibility.
© 2024 Tackitt Family All rights reserved.
Welcome to Tackitt Family. We use cookies to enhance your browsing experience, personalize content, and analyze our traffic. By continuing to use our site, you accept our use of cookies.