Our conversations with families center around issues – what are they passionate about and how they can affect change? This leads to an end-to-end philanthropic journey beginning with helping our families decide on their priorities. Once in place, we help think about which assets are most efficient to donate (liquid vs illiquid), what type of structure is best equipped to receive the charitable donation (DAF, Charitable Trust or Foundation) and which organizations are best aligned to support and deliver the highest impact in the future. You might say that we help develop a family’s “philanthropic pie”.
VALUES BASED INVESTING
Through our Innovation Lab, we have discovered, diligenced and implemented new technologies and strategies that help us empower our clients to express their values not only in the way that they give, but in the way they invest. Our clients’ passions range from the environment to social justice to substance abuse to education. We “lean in” to the areas our clients support and deliver the most innovative and tax-effective way to invest their philanthropic dollars.
DOING RIGHT BY COMMUNITY
At KORE, we are grateful for what we have and want to deploy our own resources in ways that help others. Through a common commitment, we support organizations who’s missions align with the issues we care about. We find that this often overlaps with issues meaningful to our clients. Philanthropy is not an one-off event at KORE, it is a part of our everyday DNA.