Philanthropy & Impact
Philanthropy as an Extension of Legacy.
Aligning wealth with long-term purpose and meaningful impact.
Whether supporting charitable initiatives, establishing family foundations, structuring donor-advised funds, or developing multi-generational giving strategies, our role is to help families create a more intentional framework around impact and legacy.
Thoughtful planning designed to maximize long-term impact
A Strategic Giving Approach
Effective philanthropy requires more than generosity alone. It requires coordination, structure, and a clear understanding of how charitable strategies align with broader family objectives, estate planning considerations, and long-term governance.
Our team works closely with families and their outside advisors to help design philanthropic strategies that reflect both personal values and long-term financial stewardship. This integrated approach allows philanthropy to become a meaningful extension of a family’s broader legacy strategy.
Values-Driven Stewardship Beyond Capital
Purpose Alignment
Philanthropic strategies aligned with family values and long-term vision.
Strategic Structuring
Thoughtful coordination of foundations, trusts, and charitable vehicles.
Family Engagement
Helping families build continuity across generations through shared purpose.
Enduring Impact
Designed to create meaningful outcomes that extend beyond wealth.
Philanthropy & Impact Capabilities
- Philanthropic Strategy Development
- Family Foundation Planning & Coordination
- Donor-Advised Fund Structuring
- Multi-Generational Giving Strategies
- Charitable Trust Coordination
- Legacy & Family Mission Planning
- Impact-Oriented Investment Considerations
- Tax-Aware Charitable Planning
- Governance & Family Engagement
- Coordination with Legal & Tax Professionals
Integrated Within the Family Office Framework.
Philanthropy aligned with broader wealth strategy.
Led by Tim Shumway, VP of Philanthropy, Summit Global integrates philanthropic planning into the broader Family Office framework alongside investment management, estate planning, tax coordination, and multi-generational wealth strategies—helping families approach charitable giving with greater clarity, coordination, and long-term purpose.
