Philanthropy

Alvary Group’s philanthropic capabilities reflect years of experience working with families who understand that meaningful giving demands the same intellectual discipline and cultural sensitivity as investment management or succession planning.

Our Capabilities

Strategic Development

We work with families to develop philanthropic strategies that reflect their values while achieving measurable social impact. Our approach encompasses everything from annual giving optimization to the establishment of complex charitable vehicles.

Operational Excellence

Our team provides complete operational support for family philanthropic activities, including foundation management, due diligence on charitable organizations, and ongoing monitoring of charitable investments.

Network & Access

Through relationships developed over years of practice, Alvary Group provides access to exceptional charitable organizations, collaborative funding opportunities, and philanthropic expertise throughout Latin America and internationally.

Service Areas

  • Private foundation establishment and governance
  • Board development and training
  • Investment policy design and implementation
  • Compliance and regulatory management
  • Charitable organization due diligence
  • Grant structuring and documentation
  • Impact measurement and evaluation
  • Site visits and ongoing monitoring
  • Co-funding opportunities with peer families
  • Participation in donor collaboratives
  • Strategic partnerships with institutional funders
  • Access to exclusive giving circles
  • Deal sourcing and due diligence
  • Investment structuring and documentation
  • Portfolio monitoring and management
  • Impact measurement and reporting

Measurement & Accountability

We establish clear metrics for philanthropic success and provide ongoing reporting that demonstrates the tangible outcomes of charitable investments. Our impact measurement approach ensures transparency while maintaining appropriate confidentiality about family involvement.