How we work
How we work
We begin with what a family wants to support. Then we house the work in a donor-advised fund, a fiscally sponsored project, or ordinary help for a foundation that already exists.
Start with what the family believes
We begin with the work the family wants to support, and with what it will not fund. That conversation comes before any account is opened.
Choose a fund, a project, or both
Most families need a donor-advised fund to recommend grants. When the work is theirs to operate, fiscal sponsorship can house the project. A private foundation is the exception, not the starting point.
Confirm the public fees
A Paramount Legacy Fund opens at $0, with 1% on incoming contributions. Fiscal sponsorship has a $500 start fee and 10% of incoming contributions. A first conversation confirms them.
Keep counsel in the room
Attorneys, CPAs, and wealth managers remain the relationship owners. We hold the charity, the file, and the ordinary work of receiving, recording, and granting.
Strategy engagement
What a strategy engagement includes
Values clarification
Facilitated conversation to surface what your family believes and what it wants to leave behind.
Cause prioritization
Mapping giving interests to evidence-based organizations and geographic focus areas.
Vehicle selection
Matching giving intent to the right legal structure (DAF, foundation, FSP, or direct giving).
Giving calendar
Annual rhythm for contributions, grant cycles, family meetings, and impact review.
Next-gen engagement
Youth philanthropy tools, junior advisory roles, and family giving workshops.
Ready for a clearer giving framework?
We'll help you clarify values, choose vehicles, and set an annual rhythm your family can sustain.