Making significant contributions to charity can be a complex journey. We believe that you can have the greatest impact when your passions, family values and vision are aligned with a robust strategy, leading industry practices, thorough due diligence, and top tier tax advice.
Our team is committed to providing you with personalized, comprehensive solutions that empower you and your family to give more effectively and strategically, helping you achieve your goals.
How we can help
- Strategic giving – mission, values, purpose and sector education
- Multi-generational family engagement and legacy planning
- Tax-effective gift planning
- Giving vehicle creation and compliance
- Charity due diligence
- Program impact, measurement and assessment
Learn more about how we can help
Frequently asked questions (FAQs)
At KPMG Family Office, families have access to an integrated team of tax, legal and philanthropic specialists who offer trusted, third-party advice based on decades of experience. Our advisors are skilled at facilitating conversations about philanthropy and keeping abreast of relevant legislation and trends in impact investing and philanthropy.
Every family business should have a long-term vision that ensures future generations as well as the community benefit from it. This is where family business philanthropy comes in. Among the benefits of involving the business in philanthropic projects are:
- It helps to nurture the family legacy
- It helps strengthen the bond between family members across the generations
- It involves the next generation who may be the future of the business.
Families and family businesses looking to make a philanthropic impact begin with an analysis of their philanthropic values, which can help to identify their priority issues. Next, they can embark on a learning process to understand the issues, with particular emphasis on learning from the people or communities they're looking to fund. From there, donors are advised to develop a plan to achieve their philanthropic goals. Each family's philanthropic plan is unique and might involve improving the ESG and CSR performance of the operating company, setting up a private foundation, choosing charity partners, and more.
