Generations of Giving. Generations of Change.
Goudy Financial believes that philanthropy is an essential counterpart to thoughtful investing. Our firm helps families design and implement giving strategies that mirror their values and complement their investment portfolios.
Philanthropy advisory services can include support for:
We structure and govern family foundations to maximize tax efficiency, minimize administrative burden, and ensure alignment with the family’s mission. From initial formation through ongoing compliance and grant-making optimization, we handle the operational complexities so families can focus on their philanthropic vision.
Goudy Financial implements Charitable Remainder Trusts (CRTs) and Lead Trusts (CLTs) to blend philanthropy with income and estate tax benefits. These trusts provide donors with income streams or fixed charitable payouts, removing assets from the taxable estate. This is ideal for families seeking tax-efficient giving with personal financial upside.
For families seeking flexibility without administrative overhead of a private foundation, we guide DAF selection, contribution strategies, and grant recommendations. Donor-advised funds offer immediate tax benefits and the ability to seize emerging opportunities while maintaining complete donor control.
We create measurable impact using endowment capital for market-rate or concessionary returns, bridging the gap between grants and traditional investments.
For immediate support of priority causes, we facilitate targeted donations to vetted nonprofits without structural overhead. This approach enables rapid response to emerging needs while aligning with family values. This is often the perfect complement to foundations, DAFs, or trusts.
Goudy Financial collaborates closely with each family to ensure that their philanthropic structure is efficient, transparent, and aligned with long‑term objectives.
Popular Client Focus Areas
Scholarships, STEM programs, K-12 learning technologies, or programs that bridge skills gaps in underserved communities.
Conservation initiatives, climate‑related research, clean‑technology programs, and community‑based environmental projects.
Entrepreneurship support, job training, small-business ecosystems and catalytic capital for underserved communities.
Preventative care, mental‑health access, health‑equity initiatives, and support for organizations addressing systemic health challenges.
The emphasis is on institutionally recognized venues and networks with meaningful track records, governance frameworks, and risk management standards.