What it means
Many established families we work with are interested in building strategic philanthropy plans that truly focus their energy and create meaningful impact in the areas that matter most to them. This reduces the dissatisfaction of off-target gifts and provides a clear direction for impactful giving.
How BridgeWater can help
the family philanthropy plan
The Family Philanthropy Plan combines two important elements. One is a documented strategy that reflects your family’s values and principles. The second is a robust and sustainable process that draws on best practices to implement the various strategic, communication and administrative layers of your plan. The results? You impact the issue areas of most concern to your family and create a clear plan to follow.
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