Knox-Woollard
Professional Management,LLC
Organizational Management and Philanthropic Advising
“Supporting Strategic, Effective and Rewarding Giving ”
‘Supporting Strategic, Effective
and Rewarding Giving’
Knox-Woollard Professional Management, LLC can assist Wealth Advisors, Estate Lawyers, Accountants, and Financial Planners with clients who want to maximize their philanthropic investments and create a strategic giving plan.
If you have clients who are concerned about any of the following, we can assist:
- Successfully transferring their values with their money to the next generation
- Creating a legacy of meaning not just money
- Impacting the issues that they care about
- Identifying effective non-profit organizations to whom they can donate
- Managing and creating a strategic vision for a family foundation
Knox-Woollard Professional Management, LLC partners with professionals who manage financial assets to provide Foundation Management and Philanthropic Advising. We are not financial experts. Our expertise is in supporting strategic, effective and rewarding giving.
We partner with financial experts to provide the following:
- Individual and group donor education sessions that include: trends in philanthropy, successfully transferring values and wealth, and creating a philanthropic giving plan
- Individual guidance and support for creating a family giving plan and successful transfer of philanthropic values
- Identification and connection with not-for profit organizations that align with clients’ philanthropic goals
- Strategic planning as well as day to day management for Family Foundations
- Evaluation of philanthropic portfolio and impact
- Identification of opportunities to leverage philanthropic efforts with other community resources
We work on an hourly basis or on a contract basis for larger projects. Our services may be one-time or part of an on-going engagement.
TO CONTACT US:
3355 Bee Cave Rd, 301B
Austin, TX 78746
Phone: 512-217-6862
Fax: 512-327-4937
E-mail: knoxwoollard@sbcglobal.net