Philanthropic Optimization Process

Ensemble’s Philanthropic Optimization Process® is a unique, client-focused process for identifying a tactical plan that maximizes your unique blend of wealth preservation requirements and philanthropic interests. It consists of the following steps:

• Goal Establishment
• Asset Analysis
• Legacy Planning
• Tactical Analysis
• Implementation
• Investment Management
• Ongoing Monitoring

The result of the Philanthropic Optimization Process® is that Ensemble will make specific recommendations about the vehicle(s) – if any is indeed suitable – that best suits your personal situation. One or even a combination of vehicles may be relevant.

Ensemble will make recommendations to enhance your particular circumstances and offer complete end-to-end solutions for:

• Private Foundations
• Donor Advised Funds
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Supporting Organizations

An unbiased source of complete solutions

We have no incentive to attempt to convince a client to use one vehicle over another or any vehicle at all. Ensemble’s unbiased approach is one of the reasons why our clients value the Philanthropic Optimization Process®.