Client's Wish List
- Coordination with two generations to develop legacy strategy
- Facilitation of family meetings
- Grant-making services
- Coordination with family financial representatives
Services Dietel & Partners Provided
- Designed and moderated family meetings
- Coached individual members
- Uncovered philanthropic interest areas
- Developed long-term plan for activating charitable assets
- Designed and implemented tailored learning agenda
Results for Client
- Assured all voices in the family were heard
- Improved family communications
- Plan developed for deployment of family assets
- Designed a comfortable engagement process for all
- Identified shared goals
How We Can Help You
If you want to retain your anonymity and outsource your philanthropy, our services include strategic planning, customized grant-making, capacity-building, co-funding, stewardship and refinement.
If you want to learn how to become an effective philanthropist, we'll customize your education and experience until you're self-sufficient.
Multi-Generational Family Philanthropy
When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.