Philanthropic Advisory Services
Delphi Partners provides philanthropic advisory services to individuals and their families, and to banks and professional advisors for their clients.
More than 80 cents of every dollar donated to charitable organizations is given by a living person. Another 10 cents comes from estates. Therefore, 90% of all giving comes from individuals, not foundations and not corporations (Giving USA 2005).
Delphi Partners works closely with individuals and their families to develop a philanthropic program that reflects their interests, needs and aspirations. In its development of a personalized program, Delphi Partners takes into account that donors want to support a cause or interest in which they feel they can make a meaningful impact.
Major gifts have tax and estate planning implications, and though generally not principal motivators, are important factors in any sound charitable giving plan.
Delphi Partners, with its team of philanthropic advisors, financial consultants, attorneys, and tax and estate planners, shapes programs that help our clients realize their philanthropic potential.
