Tailored philanthropy services to meet your needs

From light-touch advice to comprehensive stewardship, we can support your philanthropy.

Our Services

  • Strategy is the foundation of impactful philanthropy. We help you identify a fulfilling cause, craft a mission statement, and develop a strategic plan to deploy your charitable funds. With a guiding vision and clear goals, philanthropists achieve greater impact than they ever imagined.

  • We offer customized portfolios containing high-impact charitable opportunities tailored to your interests and strategic priorities and informed by our network of charity experts. We work closely with our advisory board, comprised of leading grantmakers and charity evaluators to identify, evaluate, and recommend exclusive and highly impactful grant opportunities.

  • If you want to conduct philanthropy at scale, it requires a suite of tailored services. We assist in establishing and managing philanthropic vehicles to align your giving with your long-term philanthropic and wealth management objectives. Enjoy services typically reserved for foundations with $10M+ in assets.

    • Establish Philanthropic Vehicles

      • Philanthropic vehicles enable clients to manage and donate charitable funds over time, producing significant tax benefits while allowing donors to align their giving with their long-term philanthropy and wealth management goals. We support clients in establishing philanthropic vehicles, such as:

        • Donor-Advised Funds (DAFs)

        • Private foundations.

    • Grantmaking Management Services

      We offer foundation and fund management services for clients who seek grantmaking support. We develop tailored solutions to support your charitable mission.

      • Build your grantmaking team

      • Serve as a director of a philanthropic vehicle

      • Consult for your foundation staff

  • We offer unique services to support individuals, families, and communities achieve impact and create a philanthropic legacy.

    Legacy Services

    • Support donors in accessing unique naming opportunities when funding impactful organizations. Donors can attach their name, or the name of someone they wish to honor, to programs they help expand or roles they endow.

    Family Services

    • Provide comprehensive support in establishing, advising, or managing a family foundation.

    • Empower family philanthropy by hosting family meetings and providing educational support.

    Community Services

    • Provide comprehensive support in establishing, advising, or managing a community giving circle and philanthropic vehicles.

    • Empower community philanthropy by hosting community meetings and providing educational support.

Client Experience

Whether you’re an experienced philanthropist or just beginning your journey, our services are designed to instill confidence and elevate your giving.

We offer a range of philanthropy services, from light-touch advice to comprehensive stewardship. We customize our approach to align with your needs and desired level of involvement.

To ensure the utmost convenience, we offer in-person and virtual meetings, as well as the option to collaborate via email for those who favor asynchronous support.

Typical client experience

We begin with one-on-one consultations to understand who you are and which issues matter most to you.

After developing an understanding of your philanthropic goals, values, interests, and funding capacity, we collaborate with you to develop a Theory of Change for your philanthropy. This helps us map out exactly how you intend to leverage your philanthropy to improve the world.

Once we have identified your strategy, we work with our advisory board, comprised of expert grantmakers and charity evaluators, to identify the best charitable opportunities in your chosen cause area. Then we produce a tailored grant portfolio for you. These individualized reports contain a set of grant recommendations for top charitable opportunities.

We meet with you to discuss the philanthropic portfolio, gather your input, and conduct thorough due diligence on the recommended charities. Then we facilitate the grantmaking process by connecting you with the grantee organizations.

Ark Philanthropy services are confidential and free of charge. We are able to offer our services pro bono due to the generous support of private donors.

Want to learn how we can support you?

“What you do makes a difference, and you have to decide what kind of difference you want to make.”

Jane Goodall