Tactical Philanthropy
For many people, the phrase “strategic philanthropy” describes the selection of which organizations will benefit from their generosity.
In many ways, Ensemble represents the expansion of strategic philanthropy. We concern ourselves with tactical philanthropy, which means optimizing and structuring your assets for philanthropic purposes. Ensemble focuses on the tactics of putting your philanthropic strategy into action.
You determine the strategy — Ensemble manages the tactics
Ensemble can help you and your advisors create a tactical plan for your giving. We will help you select and implement one or more charitable vehicles that will allow you to:
Create a framework from within which you can proactively further your most deeply held values and beliefs, maximize your tax deductions, and involve your family members in the giving process, if you wish.
Because we are investment managers who specialize in philanthropy, we can offer two valuable resources: (1) truly unbiased neutrality with respect to the appropriate charitable vehicle(s) for your family, and (2) a focus on investment discipline that can help you draw closer to your long-term philanthropic goals.
Why is there a need for an investment manager who focuses on philanthropy?
Simply put, the right investment management, in tandem with suitable giving structures, maximizes your potential for giving. Ensemble is in the business of seeking to grow your assets so you can give more without affecting your net worth, or give at a fixed level while growing your net worth.
We employ a sophisticated decision-making regimen to determine the right vehicle(s) for you. Ensemble’s Philanthropic Optimization Process® offers a unique procedure designed to empower your generosity.
If you are giving over $25,000 a year to charity, Ensemble’s Philanthropic Optimization Process® can help you create a tactical plan that maximizes your unique blend of wealth preservation requirements and philanthropic interests.
Through our Philanthropic Optimization Process®, Ensemble helps clients select one or more appropriate vehicles for their needs.
Our Philanthropic Platform
Ensemble Capital has developed a unique platform that eliminates the need to navigate the philanthropic landscape on your own. When you work with Ensemble, you employ the efficiency of our turnkey platform to launch whatever philanthropic vehicle you specify.
Ensemble’s platform supports all five of the philanthropic vehicles that individuals can initiate. In most cases, we can have your account up and running in a matter of days.
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Supporting Organizations
Ongoing Administration
Some people hesitate to start a philanthropic vehicle because of their perception that they require a lot of ongoing paperwork and a multi-million dollar contribution. At Ensemble, we can cost effectively create and handle the ongoing investment management and administration for accounts as small as $250,000.
Through a series of partnerships with the country’s leading administrators, Ensemble is able to offer a comprehensive solution that lets you focus on giving. Depending on the philanthropic vehicle, our administrative services include everything from check writing and record keeping to compliance and tax filings.
An unbiased source of complete solutions
Ensemble has no incentive to convince a client to use one vehicle over another or any vehicle at all. This lack of bias and comprehensive approach to implementation is one of the reasons why our clients value Ensemble’s approach to philanthropic investment.