Turning Generosity into Lasting Impact
Charitable organizations depend on donor trust. That means managing gifts with discipline, honoring donor intent, and planning distributions around mission.
Our view
Public charities and private foundations face different rules, funding models, and goals, so Pacific Advisory Group tailors the approach to each.
Public Charities
Public charities raise funds from the community and typically have programs, staff, and donor-facing reporting. We focus on stewardship, reserves, and sustainable operations.
Private Foundations
Private foundations are typically funded by a family, individual, or company and have specific distribution and operating rules. We focus on investment policy, grantmaking process, and long-term structure.
How PAG Helps
| Area | How PAG Helps |
|---|---|
| Donor stewardship | Gift acceptance policy, restricted-fund tracking, and donor reporting. |
| Giving vehicles | Donor-advised funds, charitable remainder and lead trusts, and private foundation structures, coordinated with your counsel and CPAs. |
| Investment & spending policy | Written investment policy and spending policy aligned to your distribution needs. |
| Grantmaking & planned giving | Distribution planning, appreciated-asset and pre-transaction giving, and legacy strategies. |
| Governance & operations | Board education, committee structure, and risk review for the organization itself. |
| Retirement & Executive Programs | Design and review of 401(k), 403(b), 457(b), and 401(a) plans, depending on your organization’s type and eligibility; cash balance plans; ERISA 3(21) and 3(38) fiduciary support where ERISA applies; and executive retention programs. Implementation through our affiliates as needed. |
| Insurance & Employee Benefits | Needs analysis and program design for group health, life, and disability coverage, including business overhead expense where applicable, and related employee benefits. Placement is available through our affiliate Pacific Risk Management Group. |
| Investment Portfolio Types | A range of portfolio types matched to your goals, risk tolerance, time horizon, and expectations, from growth-oriented to principal-focused. Management is available through our affiliate The Pacific Group. |
Let’s Talk About What’s Next
Start with a confidential conversation. We’ll review where you are, show you your options, and you decide what comes next.