Our Services

Philanthropy is personal.

Your strategy should be too.

At Legatum Philanthropy Advisors, we help philanthropists transform generosity into an enduring legacy. As a boutique philanthropy consulting firm, we provide high-touch, confidential support to those seeking to align their charitable giving with their values, long-term goals, and family mission. Our services are highly personalized because your legacy deserves more than a one-size-fits-all approach.

Our Services Include

Charity Vetting & Risk Mitigation

Ensure your giving is well-placed and high-impact through rigorous vetting of potential grantees, financial health assessments, and fraud prevention protocols. We help protect your philanthropic investments and uphold your values.

Solicitation Gatekeeping & Review

Gatekeep for managing incoming funding requests, ensuring alignment with your charitable priorities, and relieving the administrative burden of unsolicited outreach.

Charitable Tax Strategy

Maximize the tax effectiveness of your giving through customized strategies—whether annual, event-driven, or part of a broader estate and wealth plan. Our guidance helps align charitable intent with financial stewardship.

Customized Grantmaking Strategy

Craft a clear annual grantmaking plan that reflects your priorities and amplifies your impact. Our services include thematic portfolio design, grantee relationship management, and outcome tracking.

Charitable Giving Vehicles: Foundations & Donor Advised Funds

Guidance on the structure, creation, and ongoing administration of charitable giving vehicles—including private foundations and Donor Advised Funds (DAFs). Whether you're launching a new entity or optimizing an existing one, our support includes governance models, operational best practices, strategic grantmaking, and family engagement. We ensure your giving vehicles are seamlessly integrated into your broader estate, tax, and legacy planning—so your philanthropy is both impactful and enduring.

Legacy & Estate Integration

Incorporate philanthropy into your estate plan with confidence. We advise on charitable vehicles such as Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), and Donor Advised Funds (DAFs) to ensure your legacy endures across generations.

Private Client Services

Discreet, concierge-level support for families and individuals, offering personalized services with professionalism, precision, and absolute confidentiality. Our work includes project management of legacy initiatives, recruitment of trusted advisors and staff, and liaison support to streamline complex personal and philanthropic operations. Each engagement is tailored to reflect the unique priorities and pace of the families we serve.

Philanthropy Retreats & Private Bespoke Events

Curated gatherings designed to foster strategic giving, reflection, and vision-setting among philanthropists, families, and foundation leaders. We handle all aspects of event design—from logistics and facilitation to content programming—ensuring each gathering is customized to reflect your philanthropic values and goals. Whether hosting a private donor convening, family office retreat, or multi-generational legacy weekend, we provide end-to-end support to create memorable and legacy-forming experiences.

Family Philanthropy Facilitation

Guide families through meaningful conversations to define shared values, craft a philanthropic mission, and navigate decision-making roles across generations. Services include mission statement development, governance design, succession planning, and facilitated dialogues tailored to each family’s structure and stage. We bring trusted process, neutrality, and deep experience in helping families build unity and legacy impact through philanthropy.

Client Benefits

Our clients benefit from more than just strategic advice—they gain a trusted, long-term partner with decades of experience in philanthropy, public policy, nonprofit leadership, and donor engagement.

Strategic Introductions to like-minded philanthropists, family offices, and peer funders who share your values and philanthropic priorities—opening doors to collaboration, co-investment, and amplified impact.

Access to Experts, Thought Leaders, and Policymakers across a range of issue areas, enabling you to make informed, timely, and effective giving decisions.

Quarterly Philanthropy Landscape Assessments with insights on emerging trends, policy developments, grantmaking opportunities, and shifts in the nonprofit sector—keeping you ahead of the curve.

Insider Perspective from seasoned advisors who have led nonprofit organizations, crafted national policy strategies, and advised high-capacity philanthropists—bringing depth, discretion, and actionable expertise to every engagement.

We exist to be your partner in purposeful giving—helping you align your values, wealth, and vision for a lasting legacy.