Monograph
Philanthropy
Philanthropy Amplified
At Monograph, we believe that wealth is more than financial — it’s a combination of social, human, and financial capital that, when aligned with purpose, can create lasting impact.
Our Philanthropic Advisory and Foundation Office services are designed to help families, individuals, and organizations use all forms of capital to support communities locally and globally.
Advising Philanthropists
We help families and individuals define their philanthropic identity and build a strategy that reflects their values across generations. Our advisory services include:
Integration with broader wealth strategy, including charitable entity selection
Translating philanthropic ethos into actionable giving plans
Providing custom grant program guidance and insights
Designing time-informed strategies, including multi-generational giving
Facilitating family engagement and effective governance structures
Supporting legacy planning and charitable succession
Philanthropic Investment Management
We manage philanthropic capital with the same care and discipline as personal wealth — mapping investment strategies to your giving objectives, while endeavoring to preserve long-term funding sustainability. Our services include:
Customized, ethos-aligned portfolios
Impact investing integration
Endowment and non-profit investment management
Reporting and fiduciary oversight
Our Foundation Office platform aims to free our philanthropy clients to focus on outcomes, not operations.
Foundation Office Services
Clients who operate larger private foundations, donor-advised funds, or charitable trusts, can implement our foundation office services, which offer simplified operations, an expanded philanthropic network, and compliance support infrastructure.
Integrating with a leading foundation administrator platform, our team provides:
Dedicated program officer and team
Program design and oversight
Grantmaking research, administration, and due diligence
Grantee relations and support
Board meeting preparation and governance support
Financial reporting and tax coordination
Ongoing education and philanthropic insights
Monograph’s platform is uniquely suited for flexibility and resilience so you can focus on your giving.
By intentionally deploying your social, human, and financial capital — and by investing philanthropic assets with the same concern and values that guide your giving — you can create a broad spectrum of support that strengthens communities, fosters innovation, and advances meaningful change both close to home and around the world.
Disclosures: The sole purpose of this material is to provide an overview of potential services. The services discussed are not intended to nor should be construed as a guarantee or assurance of future outcomes. The material is provided for informational purposes only and does not constitute tax, legal, or investment advice. Each client’s circumstances are unique, and outcomes will vary. If you have any questions, please contact Monograph at 310-496-7377. Please see our disclosures page for copy of Monograph Form ADV Part 2A and 2B and Form CRS. The latest versions of these documents are available upon request at no cost to you.