Tactical Philanthropy Advisors, Serving High Net Worth Donors, Launches Today
Burlingame, CA, August 31, 2009 — Tactical Philanthropy Advisors, an advisory firm working with wealthy individuals and families, launched today. It is headed by Sean Stannard-Stockton, co-founder of a wealth advisory firm focused on philanthropists, a columnist for the Chronicle of Philanthropy and author of the industry leading blog Tactical Philanthropy.
Tactical Philanthropy Advisors has established working arrangements with Schwab Charitable, Fidelity Charitable Gift Fund®, Calvert Giving Fund and Foundation Source to provide administrative, back office services to Tactical Philanthropy Advisors’ clients. Tactical Philanthropy Advisors will provide comprehensive, ongoing advisory services for clients with $1 million to $50 million or more in philanthropic assets.
“Having worked in the wealth management industry for the past decade, I know firsthand that the most effective way for wealthy donors to obtain advice is as part of an ongoing relationship with an experienced advisor,” said Mr. Stannard-Stockton, founder and CEO of Tactical Philanthropy Advisors. “The old model of philanthropy consultants who offer outsourced staffing services or bill by the project is not well-suited to the needs of most major donors. Individual donors give $250 billion a year to charity, making up 82% of all charitable giving. A growing number of these donors want to be sure that their philanthropy is actually making a difference.”
Tactical Philanthropy Advisors launches three years after Mr. Stannard-Stockton founded the Tactical Philanthropy blog, one of the industry’s most popular destinations.
“Tactical Philanthropy has emerged as an important platform for some of philanthropy’s most critical debates,” said Jacob Harold, a philanthropy program officer at the William and Flora Hewlett Foundation. “Sean Stannard-Stockton absorbs the range of viewpoints across the field and then offers his own. But, importantly, he also has welcomed dissent and conflict, allowing Tactical Philanthropy to serve as a place for productive disagreement across philanthropy—all with the goal of increasing our shared impact on critical social and environmental issues.”
