Philanthropy & philanthropic advisory

Citi Global Wealth at Work has decades of experience in facilitating charitable giving, across governance, compliance, best practices, and grants management of nonprofits. We understand that every client’s philanthropic goals are unique, and provide insights, expertise, and advice that is tailored to your needs. 

Access our customized strategic philanthropy services to leverage our in-depth knowledge on giving. Our insights and tailored advice can help connect you with the charitable organizations that can help you create your own giving legacy.

Our philanthropic  advisory services also benefit future generations. We work with you to begin a dialog with family members, helping them learn and grow, to prepare them as future caretakers of your meaningful legacy.

We also understand that each person’s experience is unique, which is why our Philanthropic Advisory team approaches each legacy differently. All of our guidance is designed around you and your needs, and helps you achieve your giving goals.

How we guide you

Strategic development

The first step toward successful strategic philanthropy is establishing the foundation of your strategy, which includes your legacy pillars, mission statement, and guidelines on giving and investment.

We work with you to develop and finesse your philanthropic narrative. Together we will define the direction of your giving journey.

Our Philanthropic Advisory team will help you navigate common roadblocks to building a solid giving framework, in keeping with regulations and industry best practice. We help you leverage the expertise of our experienced consultants who can provide support on how to structure and manage your philanthropic activities.  

Implementation

No matter where you are on your giving journey, we work with you to help you realize the vision behind your philanthropic goals

We believe collaboration is the key to successful strategic philanthropy initiatives, whether you’re at an early stage or building on your existing activities.

Together, we will consider the granting models available and advise you on the investment assets that can help elevate your mission and seek to deliver on your legacy. 

Tracking and evaluation

Measuring the impact of your philanthropy is an important part of fulfilling your mission.

We are always on hand to review your progress throughout your philanthropic journey.

Our team of experienced philanthropic advisory professionals will recommend the appropriate tools for measuring the long-term impact of your giving once you are up and running. 

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