Private Charitable Foundation Consulting

Estate planning isn’t just about financial distribution—it’s an opportunity to embed your core values into your legacy.

Establishing and managing a private charitable foundation requires careful planning and ongoing oversight. Our consulting services help donors navigate the complexities of foundation management, from structuring grantmaking programs to ensuring regulatory compliance. Whether you’re setting up a new foundation or seeking to enhance the impact of an existing one, we provide the guidance needed to make your philanthropy both meaningful and effective.


New Berry Group

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