Family Philanthropy & Estate Advisement

Family philanthropy is deeply personal — shaped by values, legacy, and relationships across generations. Ashley|Rountree & Associates partners with families and their professional advisors to design thoughtful, effective philanthropic strategies that integrate charitable goals with long-term estate and financial planning. We help families clarify values, articulate legacy intentions, and structure giving in ways that are meaningful, tax-efficient, and aligned with community needs. Our consultants facilitate family conversations, educate heirs, and coordinate with attorneys and CPAs to support multi-generational wealth transfer that creates lasting impact — for both the family and the causes they care about.

How We Help

Values clarification, legacy, and estate-related philanthropic conversations.
Giving strategies aligned with estate plans and long-term goals.
Structuring charitable vehicles such as Donor-Advised Funds and private foundations.
Family engagement and education across generations.
Grantmaking approaches aligned with community priorities.
Coordination with legal and financial advisors for tax-efficient giving.

Why Work with Ashley|Rountree

We approach family philanthropy and estate advisement with discretion, empathy, and deep nonprofit insight. Our role is to bridge donor intent, family dynamics, and nonprofit realities — helping families translate values into philanthropic strategies that endure.

Nonprofit-Focused Expertise working exclusively with mission-driven organizations to enhance leadership, fundraising and governance.
Practical Strategies that are actionable and built to be implemented.
Integrated Solutions across strategy, revenue and governance.
Local Insight and Proven Models that utilize regional knowledge along with national best practices.
Partners in Sustainable Growth providing long-term strength and resilience.

Get in touch

If you are interested in a Family Philanthropy program for your organization, reach out to Lisa Resnik.