Philanthropic Services

Trusted philanthropy for family offices and foundations

We help manage global Philanthropy Services for Family Offices, Donor-Advised Funds, Family Foundations, and High-Net-Worth Donors.

Our clients represent 60 countries all over the world. We customize our services for clients, emphasizing high levels of innovation and client service.

At UniversalGiving®, we understand that families of wealth and high-net-worth donors have an increased consciousness around philanthropy and giving back to the world. We help our families of wealth best safeguard and protect themselves as they increase their philanthropy. UniversalGiving®'s proprietary Quality Model® protects our clients against fraud, terrorism, fiscal mismanagement, poor capital allocation and inefficiencies. UniversalGiving® defends our clients against anything that might tarnish the brand, name and reputation of our esteemed clients.

Our Global Clientele

Clients include major tech entrepreneurs in Silicon Valley, global billionaires, C-suite executives, those with political aspirations, foundations and families of wealth.

Strategic Giving: Operational Guides

UniversalGiving® listens to and assesses your vision and goals, helping you determine the best strategy to scale your giving efforts. This can be for the team leading the family office; high-level individual giver; the head of a foundation; or as the leader of your family foundation. We then update existing plans or craft customized strategies. UniversalGiving® applies best operational practices, creates guides for your team or family, and provides training. On Philanthropy Giving Structures, we advise and set up Philanthropy Structures, DAFS, CRTs, CLTs, Foundations, agency agreements and more.

Lifestyle & Family Advising

UniversalGiving® is your guide to incorporate giving as part of your lifestyle. We provide one-on-one advising; group family counseling; consulting for C-suite executives and for foundations; and group sessions on the following topics:

Working with inherited legacy wealth
Coming into new wealth
Getting your children involved in giving and volunteering, with your family and individually
Family/C-Suite/Foundations sessions as a group or individually. We navigate wealth and its dynamics in your family/C-suite/foundation
Navigate how wealth impacts family life, and foundation dynamics
Navigate public life for those with high profile public roles

Donor Channels

UniversalGiving® has access to Donor Channels providing the highest levels of privacy and expertise. We connect and introduce you to communities of like-minded high-net-worth donors. Obtain new insights, gain Philanthropy Services training, and collaborate with people of wealth.

Global Disbursements

UniversalGiving® offers a wide variety of global disbursement services for our clients. UniversalGiving® sets up global banking agreements in more than 100 countries. Funds are meticulously disbursed with high attention to detail and every precaution. UniversalGiving® sets up corporate accounts, donor advised accounts, foundation accounts, agency agreements, and dedicated funding accounts.

World Class Vetting

UniversalGiving® pioneered the first Quality Model® of Vetting Stages, ensuring quality, high impact vetting of non-profit partners. Our Quality Model® is used both domestically and globally. The Quality Model® is designed to protect Family Offices, Donor-Advised Funds, Family Foundations, and High-Net-Worth Donors.

UniversalGiving®'s Quality Model® started with 6 stages and now has 24, continuing with new, innovative Vetting Stages. We customize our model based on the needs of our clients.

Global Team

UniversalGiving® Philanthropy Services' astute global team represents more than 40 countries all over the world. UniversalGiving® Philanthropy Services executives represent a globally talented, multi-generation team. UniversalGiving®'s global executives allow us to consult and operate worldwide.

Global Language Translation

The UniversalGiving® Philanthropy Services global team is strongly multilingual. UniversalGiving® Philanthropy Services provides immediate, in-house translation services for all your Philanthropy efforts.

UniversalGiving® is a non-profit you can trust. They perform due diligence on every organization. 100% goes to the project of your choice.

Lisa Sobrato Sonsini

Board President— Sobrato Foundation

Partner With Us

With trusted expertise and a proven Quality Model®, we guide you in protecting and scaling your philanthropy with excellence.