Maximize Impact
Celebrating the difference your family can make together
Administrative burdens should never stand between your family and the impact your generosity can make. You have a vision for solving the problems that matter to you, and you deserve the support you need to bring it to life.
OneAscent’s Stewardship 360 initiative develops the collaborative and focused strategies high-net-worth families require to increase their charitable capacity and celebrate positive outcomes.
OneAscent’s Stewardship 360 initiative develops the collaborative and focused strategies high-net-worth families require to increase their charitable capacity and celebrate positive outcomes.
Developing strategic solutions
We will discover opportunities to increase your charitable capacity, define focus areas, and craft mission statements that align with your values. Your strategy will encompass what your generosity does, why, how, and for whom.
By working with our team and strategic outside partners, you will maximize the potential state, tax, and business benefits of your charitable donations. The result will be greater philanthropic effectiveness and efficiency.
By working with our team and strategic outside partners, you will maximize the potential state, tax, and business benefits of your charitable donations. The result will be greater philanthropic effectiveness and efficiency.
Amplifying your philanthropic investments
Our philanthropic advisory role begins with identifying our clients’ passions, values, and focus for generosity.
We manage giving portfolios by reviewing grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing benchmarks for each gift, and gathering measurable post-grant data to celebrate the impact of your philanthropic investments.
We manage giving portfolios by reviewing grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing benchmarks for each gift, and gathering measurable post-grant data to celebrate the impact of your philanthropic investments.
Streamlining strategic operations
OneAscent’s unique combination of internal expertise and products, external partnerships, and technology tools provide everything needed to manage all your philanthropic strategy needs.
This includes setup, administration, investment management, grant distribution, complex gift processing, and tax reporting for DAFs, Foundations, and Endowments.
This includes setup, administration, investment management, grant distribution, complex gift processing, and tax reporting for DAFs, Foundations, and Endowments.
How will your family’s legacy impact the world?
Our Family Offices team is here to streamline your family’s giving to make the greatest possible difference.