Institutionalizing Philanthropy

Since founding Merton Capital Partners and entering philanthropic private equityPrivate equity work, I have been looking for partners and clients that understand the importance of creating vehicles to deploy The Giving PledgeThe Giving Pledge commitments. I have had many conversations with many wealth managementWealth management firms of various sizes, as well as with several Donor Advised FundsDonor Advised Funds (DAF) and numerous types of philanthropic advisors. I suspect that some wealthy individual families and individuals are frequently asking these entities, especially their financial advisors, for larger philanthropic recommendations. I believe many, many more will follow in the footsteps of MacKenzie ScottMacKenzie, Scott and her groundbreaking gifts and also accelerate the increases in their giving.