family philanthropy
Nowadays, members of business families and private parties who wish to meet the challenges of the new millennium by aiding society feel the need to be guided in the giving process.
Those who consider assisting the third sector (charities, foundations, non-governmental organisations, associations, etc.) on a regular basis as an investment in the global community need support in their efforts to ensure that their contribution is made efficiently and effectively.
In collaboration with Studio Pirola Pennuto Zei & Associati, Officina Etica Consulting can provide guidance on philanthropic matters in order to set out a clear giving strategy and to identify the institutions and projects to support. This service can also include a financial, tax, and company analysis.
The following services are provided in agreement with the giver, and in absolute confidentiality:
_ Identification of the type of philanthropic project
_ Identification of the most suitable organisations
with respect to the area of interest
_ Research and inquiries into the organisations identified (geographic areas, projects and activities,
beneficiaries…)
_ Definition of the giving strategy (direct donation,
creation of a trust or a foundation…)
_ Monitoring the financial projects
_ Management of relations with the beneficiary organisation
_ Involvement of members of the family
in the philanthropic project
_ Organisation of workshops aimed at identifying trends, benefits, and opportunities in the areas
of interest.
