Advising Services
When you open a fund at MCF – which you can do in a day, BTW - you join a community of more than 560 individuals and families. Our job is to make sure every dollar you commit to giving works hard and that your experience is enjoyable. Here’s how.
MCF’s Philanthropic Services become your team in giving. They have a ton of experience in efficiently and effectively managing your philanthropy: onboarding and orientation; expert gifting and grantmaking assistance; full administration of your fund; providing access to MCF's library of community knowledge; and getting you set up on MCF's streamlined Giving Center, which provides the ability to execute grants securely, 24x7x365.
They will provide all the information to help you tailor your investment strategy among one or more of six professionally managed investment pools – so you can enjoy a perpetually healthy fund balance. You can also explore proprietary MCF offerings, such as the Venture Impact Program, which allows you to participate in impact investing using philanthropic dollars, and The Lens, which can apply an equity framework to your philanthropy. Or participate in one of MCF's pooled funds.
For an additional fee, you can engage in international grantmaking, custom research, or MCFs comprehensive strategic consulting services.
THE FAMILY OFFICE OF PHILANTHROPY
When fund sizes exceed $5 million in assets, complexity tends to increase. There might be a need for greater strategic heft, via deep issue area expertise and research capabilities. Complexity may lie in the sheer volume of grants being executed, or the need for ongoing international due diligence to be performed. Or the desire to involve multiple generations of a family in a long-term giving plan.
For these reasons and many more, The Family Office of Philanthropy provides the elevated level of service and resources needed for effective giving. Importantly, it also offers the opportunity for you to leverage your own family office or wealth manager to manage your investment strategy - a big plus that enables you to have control over your investments.
Specifically, within The Family Office of Philanthropy, you can choose between the two offerings which best suit your needs:
Enjoy the attention of a team of experts, anchored by a seasoned senior philanthropic advisor. Create the greatest impact with a strategic approach that is uniquely yours and personal service that is second to none.
The ultimate a la carte approach, our Bespoke offering allows you to design the service level and staffing structure your philanthropy demands. Your time is valuable; with Bespoke it's optimized.