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.
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.
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.
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.