Legacy Philanthropic Advisors
Altruism and Philanthropy have changed significantly during the past decade. It is no longer the 'old way' of giving money and hoping it will make a difference. Today's philanthropists are serious about improving the world through their investments and seeing results.
WHO WE ARE
WHO YOU ARE
We provide knowledgable, hands-on, and trusted services to bring added value to your philanthropic investments with the specific goal of making meaningful impact.
You have built tremendous wealth and success and understand the value of giving back and making a difference.
TOGETHER
We will identify what inspires you, and what moves you. We will clearly define and establish your short and long term goals for meaningful investment.
WHAT WE DO
STRATEGY
Work together to clearly set your goals, create the structures for achieving them, and establishing measures of success.
RESEARCH
Find opportunities that will leverage your gifts in order for them to have maximum impact. Identify partnerships with organizations, like-minded philanthropists and policy makers to acheive your goals.
REPORT
Seek and monitor reports from beneficiaries insuring that your philanthropic investments are being implemented and invested appropriately.
Bill Bernstein
President
For the past four decades Bill has helped numerous families in creating meaningful legacies for themselves and their children. Bill has successfully managed and directed fundraising and development activities in a wide variety of institutions including: Jewish communal agencies, educational institutions, and think tanks. Bill is responsible for over a billion dollars raised and managed, but more importantly is a valued mentor and advisor to high net worth families focused on impact oriented philanthropic investments. Bill appreciates the importance of generational philanthropy having his own two children and grandkids.
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TESTIMONIALS
I have known Bill for nearly thirty years and have found him to be a highly skilled non-profit executive. He has guided me in several of my philonthropic endeavors that have led to outstanding results.
Todd M. Morgan, Legendary Philanthropist & Investment Banker
Bill has been a highly valued and reliable partner for several projects we have collaborated on. He is respected for his thoughtfulness, integrity, and intelligence.
J. Dallas Dishman Ph. D, Philanthropic Executive
Bill has been a long time trusted advisor relative to my philanthropic decisions. He has helped me immeasurably in this area and for that I am extraordinarily grateful.
Nicole Ligeti, Philanthropist
