Giving well requires a strategy—a guiding statement at the heart of your giving. This strategy can map out a single year or decades to come. At Brockenbrough, we’ve written philanthropic strategies for giving programs on every scale, from local to international, and in support of all types of causes and organizations.

By integrating your short- and long-term philanthropic objectives into one overarching financial strategy, Brockenbrough can help your philanthropy goals do the most good for everyone involved.

Guided giving
We help clients take a step back and really consider their goals at a high level. Why make this gift? What part of this organization’s mission is most important to you? What will your gift enable the organization to accomplish? Then we can help you craft a philanthropic mission statement that guides your giving. As you identify new organizations that align with your goals, our community partners can help vet them and we can integrate them into your plan.

Ways to give
Considering your financial and philanthropic goals, Brockenbrough strives to identify the best time and way to support your causes. For example, we might recommend donating stock or other appreciated assets. Perhaps a donor-advised fund. Maybe we will advise you to form a charitable foundation. Or simply utilize a charitable trust. There are so many ways to support the causes you care about.