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Philanthropic Advisory
You write checks to causes you care about. Maybe you have a donor-advised fund. But you're not sure if you're giving efficiently. You don't know if your giving aligns with your tax strategy. You haven't thought about how to involve your family. And you have no way to measure whether your dollars are actually making a difference.
Generosity without strategy leaves impact on the table — and money with the IRS that could have gone to your cause.
Kanan builds giving frameworks that integrate with your tax plan, your estate plan, and your family values. We structure vehicles (DAFs, private foundations, charitable trusts) based on what makes sense mathematically AND personally. We help families define their philanthropic mission together.
A four-step framework to turn generosity into lasting legacy. Each step builds on the last, creating a giving strategy that works as hard as your money.
What do you care about? What legacy do you want your giving to leave? We help you articulate it — personally and as a family. This clarity becomes the North Star for every decision that follows.
DAF, private foundation, CRT, direct giving — each has different tax, control, and legacy implications. We match the structure to your goals, not the other way around. One size never fits all.
Bunch donations in high-income years. Gift appreciated stock instead of cash. Coordinate with your tax strategy for maximum deduction value. Every dollar works harder when the timing is right.
Track impact. Report to family. Adjust giving as your values and wealth evolve. Involve the next generation in the decisions and the impact. Philanthropy becomes a living practice, not a past-tense gesture.
Concrete deliverables that form the foundation of your giving legacy. Not reports you won't read — tools you'll actually use.
A clear, articulated purpose for your giving. Shared and understood by your entire family.
Setup, coordination, and ongoing administration. Tax-efficient giving on your timeline.
If a foundation is right for your legacy, we handle setup, compliance, and distribution strategy.
CRTs, CLTs, and other vehicles designed to serve your income, tax, and legacy goals in parallel.
Track where your dollars go and what they accomplish. Transparency your family deserves.
Integrated with your overall tax and estate plan. Every decision maximizes impact and tax efficiency.
Family meetings and guidance to involve the next generation. Helping children understand values and wealth. Building legacy that spans generations.
Philanthropic advisory is for people who've built something and now want to give something back. Not virtue signaling. Real impact.
You built a business. Now you want to give back at scale. We help you structure giving that works with your exit, your taxes, and your legacy.
Philanthropy is how you teach values. We help you involve children, create family alignment, and build a giving legacy that outlasts you.
Concentrated income, short career windows, big hearts. We help you build sustainable giving practices that create lasting foundations.
Your wealth is tied to one company. We help you diversify and give efficiently. Philanthropy as a tax and wealth-transfer strategy.
You're already giving. We help you give smarter. Better vehicles, better tax efficiency, better family communication.
The difference between writing checks and building a giving legacy? A strategy. We help you build one that outlasts you.
Give with intention. Give with family. Give with lasting impact.
Whether you're just thinking about a giving strategy or ready to implement one, we're here to help. Let's build a legacy together.
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