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Philanthropic Services

With its extensive expertise and experience, Heritage Wealth Counselors, through its strategic alliances, can assist you with meeting your philanthropic goals by providing guidance through a maze of possibilities. By utilizing tested processes and tools, Heritage works with their clients to develop a Philanthropic Master Plan. By determining your values, goals and needs we can assist in directing you to the charity or charities that best support your vision.

Whether it is establishing your own foundation or channeling funds through other organizations, Heritage’s track record will ensure that the legal and tax implications of a new or existing charitable foundation are appropriate to your goals and compliant with prevailing regulations.

Heritage also provides foundation management expertise which includes grant and proposal analysis, budgets, grant terms and conditions and outcome measurement. Utilizing the Compuport™ reporting system, Heritage provides accurate and timely assessments of your participation and activities.