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  Axis Capital Management Services'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.