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:
Virtuoso
You will enjoy the personal service of a senior philanthropic advisor, who forms the nucleus of your team.
Your advisor is a seasoned expert in philanthropy, partnering with you to develop the best strategic approach to achieving the impact you want. They are surrounded by an MCF team that brings skills in issue-area strategy & research, investments, finance, communications, government affairs, and more, when you need it. Each advisor's portfolio of donors is purposefully small, so they can provide the focused attention you want.
Bespoke
Our newest offering provides the ultimate a la carte approach: you brief us on your service needs and we’ll design the structure.
You want a 100% fully dedicated advisor or team? You want access to the best and brightest minds in the country in a specific issue area? Yes and yes. It’s possible with Bespoke. Philanthropy is personal, and when it’s being deployed at the highest levels, traditional models don’t always deliver. Bespoke does.
Testimonials
The majority of our firm’s clients work with MCF on their philanthropy. The team at MCF is knowledgeable, talented, efficient, and has made our clients’ lives easier while also helping them achieve their philanthropic goals.
One of my clients was inspired to rehabilitate an abandoned theater and make it available to Bay Area arts organizations struggling to find affordable venues. MCF brought in their talented staff to help with everything from naming the theater to developing its mission, forming the board, setting up staffing systems, and managing finances. MCF continues to provide oversight, allowing the client and staff to focus on serving the arts community. This project showed me the incredible depth of MCF’s expertise in realizing complex philanthropic visions beyond just grant management.
As a family who has lived in Marin County for 20 years, we deeply care about this community. We are fortunate to have MCF as a truly impactful partner in conducting our own philanthropy. I have been involved in many capacities with MCF for decades because I believe it is in an incredible position to tackle the challenges we face in our community.
The majority of our firm’s clients work with MCF on their philanthropy. The team at MCF is knowledgeable, talented, efficient, and has made our clients’ lives easier while also helping them achieve their philanthropic goals.
One of my clients was inspired to rehabilitate an abandoned theater and make it available to Bay Area arts organizations struggling to find affordable venues. MCF brought in their talented staff to help with everything from naming the theater to developing its mission, forming the board, setting up staffing systems, and managing finances. MCF continues to provide oversight, allowing the client and staff to focus on serving the arts community. This project showed me the incredible depth of MCF’s expertise in realizing complex philanthropic visions beyond just grant management.
As a family who has lived in Marin County for 20 years, we deeply care about this community. We are fortunate to have MCF as a truly impactful partner in conducting our own philanthropy. I have been involved in many capacities with MCF for decades because I believe it is in an incredible position to tackle the challenges we face in our community.
