Donors & family foundations
Divitiae Advisors provides elite foundation management and strategic philanthropic guidance for families and family offices. We transform your vision into a profound legacy, allowing you to focus on the joy of giving rather than the complexities of execution.
Strategic foundation management
Running a family foundation requires significant time, rigorous compliance, and strategic vision. For foundations operating without dedicated full-time staff, we step in as your trusted partner. We handle the heavy lifting of grant administration and high-level strategy to ensure your capital creates meaningful change.
We source, vet, and evaluate grant applications to ensure complete alignment with your family values.
We design multi-year philanthropic plans tailored to your specific legacy goals and liquidity events.
We streamline your technology, database management, and reporting infrastructure to ensure flawless execution.
We facilitate family discussions to seamlessly involve children and grandchildren in the philanthropic process.
How we work together
Three ways to engage — whether you are still shaping your philanthropic priorities, establishing a foundation, or running one without dedicated staff.
$5,000
Three to four weeks
For donors who know they want to give well but have not yet defined how. We run our Discovery, Exploration and Evaluation Process to produce a written giving strategy, a clear set of philanthropic priorities, and a vetted shortlist of organizations matched to them.
Your fee is credited in full toward your first month should you continue with us.
$12,500
90 days · plus legal, IRS and state filing fees
For families establishing or formalizing a private foundation. We design the structure, mission, and governance framework, build your grantmaking strategy and first-year giving plan, and coordinate your attorney, CPA, and custodian through formation.
Legal and filing costs are paid directly to your own advisors — typically $12,000 to $13,000 in our market — and are never marked up by us.
From $6,000 / month
Twelve-month engagement
For established foundations operating without dedicated full-time staff.
Monthly strategy sessions, grant review and due diligence, annual giving plan, impact reporting, and on-call advisory access.
Everything in Essential, plus fractional director services, grantee relations and communication, execution of grant and gift distributions, quarterly board and family meeting facilitation, and coordination of your financial, tax, legal, and compliance needs.
Engagements are scoped to the size and complexity of your foundation.
Why Divitiae Advisors
Trust is paramount when managing family wealth and legacy. Built on decades of executive leadership at premier institutions like Stanford and Northwestern, we know the nonprofit sector from the inside out. We bring institutional-grade strategy directly to your family office to ensure real impact.
Seamless collaboration with your advisory team
We understand that effective philanthropy does not happen in a vacuum. It is a critical component of your broader financial and legacy planning. Divitiae Advisors integrates directly with your existing team of trusted professionals to ensure your giving strategy aligns perfectly with your overall wealth management goals.
We coordinate closely on the timing of major gifts, business liquidity events, and the funding of private foundations to maximize your tax efficiency.
We help translate your philanthropic vision into clear, actionable strategies, ensuring your charitable intent is legally protected and preserved for future generations.
We provide the precise reporting, documentation, and strategic insight required to support your CPAs in optimizing your annual tax filings.
By serving as your specialized philanthropic quarterback, we bridge the gap between your financial reality and your charitable aspirations, creating a unified approach to your family wealth.
Book a call
A brief conversation to understand your goals and how we might serve you. Pick a time that suits you.