Family
Philanthropic Planning
Lifetime giving strategy using donor-advised funds, community foundations, and private foundations, led in-house by a Chartered Advisor in Philanthropy®.
What this includes
- Donor-advised fund strategy
- Appreciated-asset gifting
- Community foundation relationships
- Private foundation coordination
- Multi-generational giving plans
What does philanthropic planning include for families in Fairfax, VA?
For families in Fairfax, philanthropic planning may include donor-advised fund strategy, appreciated-asset gifting, community foundation relationships, and multi-generational giving plans. The work is led in-house by Douglas Tees, MBA, CFP®, CAP®, and is educational, to be coordinated with each family’s own tax and legal advisors.
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Who leads this work
Douglas W. Tees — MBA, CFP®, CAP®
This is the one discipline the firm can offer because of a specific person. Douglas Tees holds the Chartered Advisor in Philanthropy® designation, and that is what lets giving be treated as a planning discipline rather than a year-end transaction.
Read Douglas’s full profileHow we give
The firm commits 1% of its revenue each year to environmental causes through 1% for the Planet. Recent contributions have gone to Northern Virginia Food Rescue and to George Mason University's Honey Bee Initiative.
1% for the Planet
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