Philanthropic Support

Oxford clients often enjoy sharing their success through various donations to charities or organizations that align with their values.

Private Family Services supports these philanthropic activities through:

  • Acknowledging charitable requests
  • Serving as a liaison with charitable organizations
  • Maintaining the checkbook and initiating charitable distributions from your foundation
  • Tracking charitable grants and multi-year commitments
  • Setting up charitable gifting accounts for non-foundation gifting
  • Accumulating information necessary for tax return/tax estimates
  • Coordinating and recording foundation meetings
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