Philanthropic Advisory Services

Work alongside our subject matter experts to maximize the impact of your foundation’s giving.

Access a Team of Experienced Experts

Our Philanthropic Advisory Services (PAS) team brings together seasoned professionals with decades of experience in philanthropy, foundation leadership, private and corporate grantmaking, and wealth planning.

We expertise in wealth management, with experience supporting ultra-high-net-worth individuals, families, and organizations. PAS provides tailored guidance to private and corporate foundations of all sizes and stages. With a strong understanding of philanthropic best practices, our experts are equipped to support you across a wide range of needs.

Our team of seasoned philanthropic advisors partner with clients to:

Identify & reach philanthropic goals

Manage foundation transitions

Experiment and innovate

Areas of Expertise

Governance

Establishing a board

Creating decision making approaches

Facilitating a board meeting

Developing a succession plan

Program Development & Management

Maximizing the giving capabilities of private foundations

Creating programs with measurable impact

Developing philanthropy beyond grantmaking

Leadership & Staff

Defining staff roles

Transitioning to new leadership

Professional development for board members and staff

Identifying opportunities to engage with other funders and nonprofits

Asset Growth

Adjusting giving goals when foundation assets increase

Meeting a suddenly higher minimum distribution requirement

Strategic Planning

Determining focus areas

Crafting a mission

Setting long- and short-term goals

Evolving foundation priorities

Next-Generation Family Engagement

Engaging younger generations in the family foundation

Unifying diverse generations through the foundation

Sunsetting

Defining a model for spending down a foundation’s assets

Monitoring and Evaluation

Measuring impact of charitable activities

Conducting an annual review

Grantmaking

Cultivating and managing grantee relationships

Streamlining grantmaking processes

Building grant selection criteria

Corporate Philanthropy

Establishing and managing a corporate foundation

Introductory or advanced skill development in grantmaking, due diligence, communications, leadership transition and governance

Guiding the foundation through a company merger

PAS Offerings

Access to PAS guidance may be included in your service agreement, depending on your level of engagement with Foundation Copilot. Clients can also extend their access beyond what’s included through customized advisory engagements available for an additional fee.

Custom Engagements

Clients at any asset level can engage PAS for customized advisory services tailored to their specific needs, such as strategic planning, board meeting facilitation, and next-generation engagement. Fees for these engagements vary based on the scope and complexity of the work involved.

Ready to get started?

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Foundation Copilot empowers individuals and companies to make a lasting impact through philanthropy. Our innovative technology, paired with philanthropic expertise, helps support and strengthen charitable organizations.
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© 2026 All Rights Reserved. Foundation Copilot Philanthropic Services Inc. Foundation Copilot is a registered trademark of Foundation Copilot Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Copilot does not provide banking services; such services are provided by (insert bank name here) or another third-party financial institution.