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Philanthropy Advisory

Up Offers Customized Philanthropic Services For Private and Family Foundations, Donor Advised Fund Holders, and Individual Funders. We Provide Services For the Broad Range of Philanthropic Endeavors, Including Establishing a Foundation, Managing Operations, Planning For Succession and Next Generation Involvement, and Evaluating and Strengthening Their Philanthropic Impact.

Up Capital & Strategy offers customized philanthropic services for private and family foundations, donor advised fund holders, and individual funders. We design our services to provide philanthropists with the support they need to engage in meaningful, innovative grantmaking. We provide services for the broad range of philanthropic endeavors, including establishing a foundation, managing operations, planning for succession and next generation involvement, and evaluating and strengthening their philanthropic impact.

We customize our services to support our clients—none of our services are pre-packaged. We listen closely to our clients to gain a strong understanding of their needs and philanthropic ambitions, and then we recommend services based on their goals, priorities, and budget

Our Philanthropy Advisory Services Includes,

Foundation Establishmen

Foundation Governance, Operations, and Compliance

Philanthropic Estate Planning

Philanthropic Reconstituting

Philanthropic Succession Planning