Philanthropy

We help our clients define their charitable passions and develop a strategy to maximize those philanthropic passions for the largest charitable impact. Many M3 clients desire a defined and formal family philanthropic plan. We look to help our clients determine what causes are most important ‚Äčto each family member, what causes do you support either financially, through volunteering or as a board member or a combination. Once established, that becomes the foundation of your family charitable giving plan.¬†