Philanthropic Legacy
We believe the most valuable and successful philanthropic planning begins early in the wealth planning process. As we customize your philanthropic plan, we will ask:
- What's important to you and your family—what inspires you?
- How will you use your wealth in the long-term to benefit causes that matter most to you?
- What plans do you already have in place to reach your philanthropic goals?
- How do you envision your philanthropic legacy for future generations and beyond?
As we work with your family to build your philanthropic plan, we will consider various methods of giving, including lifetime and testamentary gifts, charitable trusts, donor advised funds and private family foundations. We will consult with you about which assets will make the most effective charitable gifts. We will also spend a great deal of time assessing your goals, and the means available, to best achieve your philanthropic legacy. Most importantly, we will explain everything in an understandable and meaningful way.
Atlantic Trust considers our experience with private and public foundations and endowments to be a core competency and key value of our firm and have continually grown our clients' assets in this area.
- Atlantic Trust services approximately 200 endowment and foundation accounts.*
- Accounts range in size and type from small, private foundations to midsize endowments.
- Hundreds of clients have established private foundations, donor advised funds and supporting organizations with our help.
- Many client-driven private foundations have evolved into public charities.
Additionally, Atlantic Trust professionals have served as trustees or investment committee members for numerous community charitable organizations. We believe this involvement deepens our understanding of our clients' needs and further develops our knowledge and expertise.
Private Foundations
Private foundations can be an effective vehicle to memorialize your family's philanthropic heritage, as well as a tool to assist in educating your children about how to carry out the values you have instilled in them. Atlantic Trust partners with Foundation Source®, the nation's leading provider of outsourced support services for new and existing private foundations. Together, we relieve the burden of running your foundation ... so you can focus on giving.
- Foundation Source Back-Office® - Complete administrative and support services, including compliance monitoring, transaction processing, tax preparation and filing and financial and regulatory reporting.
- Foundation Source Online® - A customized, secure online control center for research about charities, grantmaking, running reports, and viewing investment balances and checking pay-out requirement. Communicate and collaborate with foundation members and keep tabs on your philanthropy, anytime anywhere
- Foundation Source Advisors - Expert staff on call whenever you need them. Each foundation is supported by a dedicated Private Client Advisor along with a team of senior executives with extensive knowledge and experience in foundation administration, compliance and philanthropy.
For Exisiting Foundations, Log In using your assigned User Name and Password.
* Data as of April 2011
