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.