Philanthropy

Give intentionally.

Philanthropy is an important part of family legacy. We see it as a way for families to engage more deeply with causes, organizations, and initiatives they care about and connect more deeply with each other.

We work with your family to integrate philanthropy into your overall financial strategy, so giving feels meaningful and purposeful – and makes a lasting impact.

Full of lily pads and water lilies, the greenhouse pool captures the 1 reflection of the grandmother and her grandchildren.

Matter helps you create and activate a giving strategy that furthers your legacy and fosters positive change.

We work with your family to:

  • Clarify philanthropic goals and values
  • Evaluate giving opportunities, vehicles, and structures
  • Build operational plans and calendars
  • Support intergenerational giving conversations
  • Develop metrics and impact assessments
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