CLIENTS
INDIVIDUAL PHILANTHROPISTS
Have you finally decided to seriously address your charitable aspirations? We can accelerate the learning curve and make sure you maximize your impact. Newberry Group will help you find your focus, develop a strategy, and connect your giving to your deepest passions. Go from being reactive to proactive.
PROFESSIONAL ADVISORS
Lawyers, Accountants and Investment Managers turn to Newberry Group when a client asks for advice on philanthropy that they are unable to answer. We help Professional Ethical Wills Advisors strengthen their client relationships by serving as a trusted partner with your firm. We always respect other advisor’s client relationships and work collaboratively to ensure your client’s needs are addressed. Let us be a resource for you.
FAMILY FOUNDATIONS
Do you already have a private foundation and family foundation advisory services and are looking for someone to help with the day-to-day management? We can guide you through the initial steps needed to run the Foundation yourself including creating a mission statement and grant guidelines. Or, we can provide on-going support reviewing grant applications, conducting due diligence and assessing the impact of your donations. This allows you to offload the administrative tasks while still maintaining full control of financial disbursements.
