Philanthropic Advisory
We provide comprehensive guidance to individuals, families, and organizations throughout all stages of philanthropy. Our approach is centered on aligning investment, estate and tax planning objectives with personal, family, and organizational values. Whether providing advice around structure and timing of your giving, partnering with you to develop a framework for your philanthropy, developing grantmaking strategies to achieve your intended impact, or facilitating multigeneration engagement, we help our clients to create meaningful legacies defined by thoughtful, efficient and impactful giving.
Private Foundation Administration
The Private Foundation Administration team provides a full suite of back-office administrative services to private non-operating foundations of all sizes and complexities. We work to ensure your foundation remains in compliance with IRS rules and regulations so you can focus on effecting change and creating a lasting legacy. Our team manages the annual federal and state tax filings, performs comprehensive due diligence on potential grantees, facilitates annual board meetings, calculates and tracks the minimum annual distribution requirement, and provides guidance on best practices. In addition, for those foundation clients that are looking for a digital experience, we offer access to the Rockefeller Giving Gateway, our online grants management portal, through which permitted individuals my request grants, complete approvals, and manage grantmaking digitally.
Donor Advised Funds
A Donor Advised Fund (“DAF”) is a giving account funded by a donor and maintained by a public charity (a “Sponsor”), from which grants may be recommended to qualified charities over time. Rockefeller Capital Management offers clients the opportunity to access the Rockefeller Charitable Giving Fund, a bespoke DAF experience created in partnership with the American Endowment Fund.
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Request an IntroductionInvesting involves risk, including risk of loss. Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.