Sean Stannard-Stockton is a principal and director of Tactical Philanthropy at Ensemble Capital Management. Ensemble Capital provides families both traditional investment management and a unique, specialized approach to furthering their philanthropic interests.
Ensemble’s highly collaborative approach, combined with our distinctive investment strategies, offers investors and their other advisors a unique and valuable resource that seeks to optimize their philanthropic assets and help them achieve their philanthropic goals. We bridge the gap between estate planning, tax planning, philanthropic strategy and investment management — to execute what we call tactical philanthropy.
In many ways, Ensemble represents the expansion of strategic philanthropy. We concern ourselves with tactical philanthropy — optimizing and structuring assets for philanthropic purposes. Ensemble focuses on the tactics of putting your philanthropic strategy into action.
To execute your tactical plan, we will:
- Implement our Philanthropic Optimization Process®, designed to identify the ideal philanthropic vehicle for your situation
- Perform a full asset analysis, recommending the most favorable arrangement for maximizing philanthropic impact and minimizing tax consequences
- Lead the process of creating the appropriate philanthropic vehicle(s)
- Provide for on going administration and investment management
Ensemble Capital provides turnkey creation, administration and investment management for the following vehicles:
- Private Foundations
- Donor Advised Funds
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Supporting Organizations
For a demonstration of our online foundation administration platform, click here.
In addition to working with individuals and families, Ensemble Capital also partners with CPAs and nonprofits. When working with CPAs, Ensemble helps them design and execute philanthropic plans to minimize the tax liability of their clients who give $25,000 a year or more to charity. Ensemble assists nonprofits close the gap between donor commitment and gift execution for charitable trusts. By leveraging the resources of our cross-disciplinary board of advisors, Ensemble can provide the suite of services needed to complete the complex process of creating and managing a charitable trust. Our philanthropic platform is designed with an open architecture that allows us to work with, rather than replace, the donors existing advisors. Ensemble also provides major donor education around issues such as private foundations, donor advised funds, and involving your children in philanthropy. The services Ensemble Capital provides to CPAs and nonprofits is delivered free of charge.
Disclaimer: Nothing in this blog should be construed as investment, tax or legal advice. This blog is for informational use only.