Customized Philanthropic Services for Advisory Firms

You provide your clients with the highest levels of service and financial expertise. So when they raise the subject of philanthropy, you want to feel confident that you continue to provide them with that same service and expertise.

Philanthropy Inc., from the MCF, is the program that will extend your organization’s services and amplify your impact with clients now, and for future generations.

What It Is

Philanthropy Inc. allows you to offer your clients a powerful way to manage their giving, while you maintain responsibility for assets under management.

This service means that you are able to maintain focus on your core competency — wealth management — and for MCF to seamlessly handle your clients’ charitable giving strategies with a local team of advisors who have unrivaled expertise in the field of strategic philanthropy. Your valued clients will enjoy the individualized attention their giving deserves from issue area experts, and you can choose the precise level of involvement your firm prefers.

MCF is a leader in the field of philanthropy, renowned for building trusted, long-term relationships and providing highly tailored service. As high net worth clients increasingly seek a holistic approach to their wealth management that includes charitable giving, a partnership with an established, local organization provides a unique point of differentiation and a competitive edge to your offering.

How It Works

Participation in Philanthropy Inc. requires a minimum of $5 million to direct towards charitable purposes. This can derive from a single client with $5 million, or it can be pooled among a group of clients to total $5 million.

Once a Philanthropy, Inc. account is established and the minimum threshold is met, new charitable funds may be opened for any client and for any size fund. Every client is afforded the very best in philanthropic support and receives customized time and attention from MCF staff. All charitable assets are managed by the advisory firm, while MCF focuses on helping clients efficiently and effectively manage their philanthropy.

Advisory Benefits

  • Retention of assets under management
  • Inclusion of philanthropy in comprehensive wealth management offering
  • Enhanced client relationships
  • Access to planned giving support & vehicles
  • Endowment opportunities
  • A dedicated relationship manager at MCF
  • Access to exclusive events and networking opportunities
  • Advisor microsite: Intersection is produced bi-weekly for our advisor community, providing a regular snapshot of the trends, news and research in the world of philanthropy — and its impact on business.

Client Benefits

  • Dedicated philanthropic advisor
  • Access to world-class philanthropic knowledge
  • Tax advantages only available to public benefit foundations
  • Sophisticated online account management
  • Access to a diverse range of charitable giving vehicles
  • Networking opportunities with a community of like-minded donors
  • A Bay Area resource that understands the local landscape

About MCF

The Marin Community Foundation connects the people who want to make a difference in the world with the organizations that can effect change.

One of the largest community foundations in the country, MCF partners with more than 500 individuals and families to transform their philanthropic dreams into reality. Its team of philanthropic experts and world-class investment advisors make their charitable giving easy, effective, and as personally significant as possible, anywhere in the world. MCF also maintains a strong professional advisor network, partnering with dozens of financial planners, estate attorneys, wealth managers, and CPA’s in organizations throughout the Bay Area.

MCF currently manages more than $1.6 billion in total assets and distributes more than $60 million annually in grants.

Contact Us

To get more information on how Philanthropy Inc. could work for you and your organization, contact:

Linda Sweeney Linda Sweeney
Director of Philanthropic Planning

Safia Kryger-Nelson Safia Kryger-Nelson
Senior Philanthropic Planner