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Philanthropic Planning


Private philanthropy should be a celebration of your life, vision, values and passions. Our goal is to ensure that you and your family benefit from the satisfaction that comes with effective philanthropy.

We can help you identify the values you wish to perpetuate, and then translate these values into an effective, long-term philanthropic strategy. We provide advice and administrative support to enhance your philanthropic efforts on an ongoing basis. Our service includes helping you to establish and manage many different types of philanthropic entities such as private family foundations, charitable trusts, donor-advised funds, community foundations and venture philanthropy.



Turning Affluence into Influence

Our philanthropy professionals take the complexity out of the giving process. You can rely on us to:
Identify and research charitable organizations that best fit your interests and priorities in giving
Design effective philanthropic structures for your unique situation and interests
Manage the administration of your major gifts
Develop family programs that inform, involve and educate your children on your charitable activities
Maximize the social and economic benefits of your philanthropic efforts

Once your unique philanthropic strategy is in place, you'll be free to focus on the worthy causes and issues you care about, instead of the administrative details of gift distribution and management.



Secure, Online Access

With Harris myCFO's Online Philanthropy Center, you gain secure access to a consolidated summary of your philanthropic activities. Supported by a team of investment professionals and fueled by advanced Internet technology, the Philanthropy Center provides:
Philanthropic research, commentary and involvement
An efficient medium through which to communicate with your Philanthropy Team
The creation, hosting and maintenance of your charitable organization's website
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  *Harris myCFOTM is the brand used by Harris myCFO, Inc., providing family office services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser, and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers.

Not all products and services are offered in every state and/or location.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. and its affiliates do not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.