• Careers
  • Client Login

Charitable Planning

Translating Values Into Lasting Impact

ArchBridge provides charitable planning services that bring structure and intention to philanthropy across generations.

Purposeful Giving, Thoughtfully Managed

ArchBridge Family Office helps families translate their values into lasting impact through thoughtful charitable planning and administration. From defining philanthropic goals to managing foundation operations, our team ensures each giving strategy is efficient, compliant, and deeply meaningful.

pic 5

Our Charitable Planning Services

strategy

Philanthropic Vision and Strategy

Guide families through every stage of charitable planning, from defining priorities to implementing strategies that align with financial goals and the impact they hope to make over time.

hand group

Charitable Entity Selection

Provide unbiased guidance on entity selection, helping families choose between charitable trusts, private foundations, and donor advised funds for flexibility, control, and tax efficiency.

philanthrophy

Asset Selection for Giving

Evaluate the suitability of assets for charitable giving to ensure contributions are tax efficient, strategic, and aligned with the family’s intentions.

team

Next Generation Giving Education

Educate family members on charitable giving options and structures to promote engagement, shared understanding, and multi-generational participation.

reporting

Charitable Gift Tracking

Track charitable gifting with precision and reporting that helps families think strategically about giving and see the reach and impact of their generosity.

trust

Major Gift Structure and Negotiation

Work directly with organizations on your behalf to optimally structure major gifts and negotiate key terms that reflect intent and impact.

Giving With Purpose Across Generations

For many families with significant wealth, philanthropy is one of the most meaningful expressions of their values and the impact they hope to have beyond their own lives. As a family office, ArchBridge approaches philanthropy as an ongoing partnership, helping families bring care, structure, and continuity to their giving while coordinating charitable strategies with broader wealth planning and family governance.

charitable planning

If your family would benefit from a trusted partner to support thoughtful giving and long-term stewardship, we invite you to connect.

Connect With Our Team

Related Insights

View All Insights

Family Office

Top Tips For Effective Charitable Giving

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
Americans are generous. They gave $471 billion to charity in 2020, nearly 80% by individuals (and the remainder from corporations and foundations). On a per-capita basis, that’s seven times as much as Europeans, and twice as much as Canadians give. It’s not necessarily that Americans are better people; charitable giving is woven into the fabric … Charitable Planning

Trustee Services

How to Use Irrevocable Gift Trusts to Take Advantage of Your Estate and Gift Tax Exemptions

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
Before the presidential election, many wealthy taxpayers were worried that a “blue wave” would mean a reduction of their $11.58 million estate, gift, and generation-skipping transfer tax exemption. That’s because the Democrats were expected to propose lowering those exemptions back down to the $3.5 million to $5 million range they were before President Trump signed the 2017 Tax Cut and Jobs Act.

Family Office

‘Tis the Season for Giving

Voula Francis, JD, CFP® Principal
The vast majority of charitable giving in the U.S. is made directly by individuals to charitable organizations. According to the data, personal giving is over four times greater than giving that comes from private and corporate foundations. However, for families of great wealth, who prefer more structure around their philanthropy, the most common giving vehicles are private foundations and donor advised funds.

Family Office

Top Tips For Effective Charitable Giving

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
Americans are generous. They gave $471 billion to charity in 2020, nearly 80% by individuals (and the remainder from corporations and foundations). On a per-capita basis, that’s seven times as much as Europeans, and twice as much as Canadians give. It’s not necessarily that Americans are better people; charitable giving is woven into the fabric … Charitable Planning

Trustee Services

How to Use Irrevocable Gift Trusts to Take Advantage of Your Estate and Gift Tax Exemptions

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
Before the presidential election, many wealthy taxpayers were worried that a “blue wave” would mean a reduction of their $11.58 million estate, gift, and generation-skipping transfer tax exemption. That’s because the Democrats were expected to propose lowering those exemptions back down to the $3.5 million to $5 million range they were before President Trump signed the 2017 Tax Cut and Jobs Act.

Family Office

‘Tis the Season for Giving

Voula Francis, JD, CFP®, Principal
The vast majority of charitable giving in the U.S. is made directly by individuals to charitable organizations. According to the data, personal giving is over four times greater than giving that comes from private and corporate foundations. However, for families of great wealth, who prefer more structure around their philanthropy, the most common giving vehicles are private foundations and donor advised funds.