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