Through innovative program design or planned giving strategies, we help you direct your assets, inform your philanthropic efforts, support your charities of choice, or continue your organization’s mission far into the future.

How we can help
Midwest Philanthropic & Institutional Services work with you to:
• design and implement your philanthropic program
• develop private foundation board governance
• train board and staff
• explore grant techniques
• navigate administrative and fiduciary demands
• plan for succession, with your attorney, accountant, and fundraising consultant
• realize tax-free or tax-advantaged accumulation of assets

Next Steps:
• Speak with a trust advisor about charitable trusts
• Manage your risk and maximize your returns
• Focus on your mission, not maintenance