Services

Palm Philanthropy Advisors supports individuals, families, and foundations as they advance on their philanthropic journeys—whether just beginning, refining their approach, or navigating times of transition. We design strategies that reflect each client’s unique values and dynamics.
  1. Vision & Strategy
    We partner with stakeholders to clarify mission, vision, and values, and to translate them into intentional strategies and philanthropic roadmaps.
  2. Portfolio Building & Management
    We collaborate with funders to design and manage effective grantmaking portfolios— from deal sourcing and due diligence to full-service back-office support to ensure seamless, and impactful grantmaking.
  3. Landscape & Program Development
    With deep expertise —especially in Jewish and Israel philanthropy—we map landscapes, identify gaps and opportunities, and where relevant, design and implement programs that turn vision into measurable impact.
  4. Generational Engagement & Legacy
    We help families and foundations navigate leadership transitions, strengthen governance, and engage the next generation—ensuring continuity, shared purpose, and a legacy that endures.

How We Work

At Palm Philanthropy Advisors, we believe meaningful giving flourishes with trusted, right-sized support. We tailor every engagement—whether guiding a focused initiative or serving as long-term partners in your philanthropic journey. With curiosity, care, and deep expertise, we help turn vision into action, ensuring your philanthropy is both strategic and enduring.