Family Philanthropy


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

Full-Service Philanthropy

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.

Case Study

Strategic Advisory Partner

If you're interested in participating actively in your philanthropy, but lack the time to dedicate to it, we offer seasoned expertise to lead you.

Case Study


If you want to learn how to become an effective philanthropist, we'll customize your education and experience until you're self-sufficient.

Case Study

Multi-Generational Family Philanthropy

When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.

Case Study

Resource Enhancement

If your established foundation wants to reimagine how it can create even greater impact, we can help you leverage your efforts.

Case Study