Philanthropy

Giving back is often an essential part of a life plan—as well as a financial plan. It’s why we offer a wide range of philanthropic services and advice. We can help you articulate the impact you want to have and the amount you want to give, and identify the structure that’s right for you. No matter where you are in your giving journey, our goal is always the same—to help you create the impact you want to have in a way that works well with your overall financial plan.

Philanthropy can be one of life’s most rewarding and meaningful endeavors. When done well, it creates tremendous, positive change in the lives of others. Whether you’re just beginning your philanthropic journey, or are a highly sophisticated donor, we are here to help you achieve the impact you envision.

To help you practice strategic philanthropy, we provide thought leadership pieces, research and advice around many aspects of giving. If you have more complex philanthropic goals, you’ll have access to a J.P. Morgan team who can guide you through issues such as engaging the next generation and deciding between charitable giving vehicles.

Starting with your philanthropic goals

No matter how simple or complex your giving strategy may be, articulating your goals will help you get the most out of your philanthropy. Once you have a vision in place, we’ll help you think about what approaches are most effective in making an impact, aiming to bring efficiency and effectiveness to your charitable giving. 

Engaging your family

Philanthropy can be a good way to establish strong family values for your children. And if a philanthropic legacy is one of your goals, you may wish to involve your family. For those with more complex issues, a J.P. Morgan team can help facilitate conversations and approaches to bringing the family together. We can help you establish philanthropic goals and practices that create excitement and enthusiasm—so you can make an impact now, and create a legacy that could last generations.

We can also connect you to the right people—like-minded peers and organizations that can be a resource for best practices, collaboration and opportunities for impact.

  • Private foundation services

    To be successful, private foundations, like any business, need smart business strategies. We can help you identify and implement the nonprofit sector‘s leading best practices.
  • Donor-advised funds

    Making an impact starts with choosing the right structure for your philanthropic giving. A DAF can be a good alternative to setting up a private foundation.
  • Charitable trusts

    This tax-efficient wealth management tool is a smart way to support the causes you believe in and provide for your family members—during your lifetime and beyond.