Serving high net worth donors in the realm of $1 million to $50 million, Tactical Philanthropy is a company that helps streamline the donating process for your company. Services include setup, administration, and ongoing advice for private foundations and donor advised funds. We also provide services for wealth managers, estate planners, CPAs and family offices to help them better serve their clients’ philanthropic needs. Tactical Philanthropy organizes a comprehensive plan for their clients, making the donating process less time consuming and help companies make the right decisions about philanthropy.
Prior to starting Tactical Philanthropy Advisors, Sean Stannard-Stockton spent a decade in the wealth management industry and co-founded a successful investment advisory firm that caters to the needs of philanthropic families. A former columnist for the Financial Times, current columnist for the Chronicle of Philanthropy and author of the influential blog, Tactical Philanthropy, Sean is a sought-after public speaker and a leading expert in philanthropy.
Launched in 2006, by Stannard-Stockton, who was a wealth manager at Ensemble Capital Management, an investment advisory firm he co-founded to focus on the needs of philanthropic families. Tactical Philanthropy utilizes his money management expertise and put it to work for large companies looking to donate money. The site also offers a blog outlining the latest news surrounding philanthropy as well as personal opinions on the subject.
Sean founded Tactical Philanthropy Advisors in 2009 in response to demand from prospective clients and other wealth managers who wanted philanthropy advisory services delivered directly rather than as part of Ensemble Capital’s wealth management services. Tactical Philanthropy Advisors is the first organization to build a business model around working arrangements with national foundation and donor advised fund administrators such as the Fidelity Charitable Gift Fund®, Schwab Charitable, Calvert Giving Fund and Foundation Source. This new business model allows us to deliver personal, customized advisory services while providing clients access to robust, institutional-quality administrative service for their philanthropic vehicles.
Check out the site at www.tacticalphilanthropy.com for a detailed outline of their services and ways for your business to get involved.
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