Wealth Planning
Philanthropic Strategy
Purposeful giving connects personal conviction with disciplined planning, appropriate structures, thoughtful investment management, and clear measures of impact.
Explore ↓Our Perspective
Give With Purpose and Structure
Galleon helps individuals, families, and nonprofit stewards define philanthropic priorities and integrate giving with the broader wealth plan. The process evaluates what to give, when to give, how a charitable vehicle will be administered, and how donated or retained assets should be invested.
Capabilities
A Coordinated Giving Strategy
Mission and Priorities
Clarify the causes, communities, outcomes, family participation, and time horizon that will guide charitable decisions.
Giving Structures
Compare direct gifts, donor-advised funds, private foundations, charitable trusts, and beneficiary designations with legal and tax professionals.
Asset Selection and Timing
Evaluate cash, appreciated securities, concentrated holdings, business interests, and other assets in relation to liquidity and tax considerations.
Charitable Portfolio Management
Develop investment policies for foundations, endowments, and charitable accounts that reflect spending needs, time horizon, risk, and mission.
Our Approach
From Generosity to Governance
A durable philanthropic strategy establishes more than a list of recipients. It defines decision rights, grantmaking standards, investment responsibilities, family participation, administrative support, and a process for reviewing whether capital is advancing its intended purpose.
- 01Define the mission
- 02Select the structure
- 03Fund deliberately
- 04Govern and review
A More Complete View
Bring the Full Financial Picture Into Focus.
Important information: Galleon does not provide legal or tax advice. Charitable structures and deductions should be reviewed with qualified legal and tax professionals.
