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Services

Your philanthropy. Our prowess.

Deloitte’s philanthropic tax advisory services

Individuals want to drive meaningful change. Businesses want to redefine purpose beyond profit. Nonprofits want to streamline processes and increase impact. With an experienced guide, they can set and follow a strategic action plan while navigating the complex world of state, federal, and international tax law.

Deloitte's Global Center for Excellence in Philanthropy

Individuals want to drive meaningful change. Businesses want to redefine purpose beyond profit. Nonprofits want to streamline processes and increase impact. With an experienced guide, they can set and follow a strategic action plan while navigating the complex world of state, federal, and international tax law.

Find out how we can help you take your next step in your philanthropic journey.

Submit an RFP today

At your service

Deloitte’s Global Center for Excellence in Philanthropy serves innovative individuals, companies, and nonprofits working to drive societal change. Whether you’ve been at it for years, or are just beginning your philanthropic journey, we can help you take your next step. Our world-class philanthropic advisory professionals deliver an integrated suite of philanthropic strategy, sophisticated tax planning, and operational support services that draw in professionals from across Deloitte’s network to bring you the services you need, when you need them.

Bring the best of Deloitte to your mission-driven enterprise.

Choosing a path
Optimizing for today
Refreshing your perspective

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Experienced

Our team has spent decades providing philanthropic tax advisory services to some of the wealthiest and most sophisticated donors in the world. Through an integrated approach for individuals and their business enterprises, we guide philanthropic plans, from origination through multiple generations of succession.

Integrated

Our philanthropic tax advisory services pull in knowledge from across the Deloitte network, including strategy and consulting from Monitor Institute by Deloitte, and attest services from our audit & assurance business.

Inspired

Being a purpose-driven enterprise is more than just traditional corporate social responsibility. It's how we show up daily to align purpose in how we serve our clients, each other, and our society. Deloitte employees actively engaged in public service through volunteer efforts in our communities, board service, regular webinars, and thought leadership articles in numerous philanthropy-focused media outlets.

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Our team

Jane M. Searing

Jane M. Searing

Managing Director | Deloitte Tax LLP

Jane is a managing director in Deloitte Tax's Private Wealth practice, specializing in tax-exempt organizations, private foundations, and philanthropic planning. She focuses on helping family offices ... More

Jessica Karantonis

Jessica Karantonis

Managing Director | Private Wealth Group

Jessica is a managing director in the Private Wealth group at Deloitte Tax LLP. She has more than 15 years of experience, specializing in providing tax compliance and consulting services to non-profit... More

Sarah Redden

Sarah Redden

Managing Director | Deloitte Tax LLP

Sarah is a managing director in the Private Wealth group at Deloitte Tax LLP. She has more than 15 years of experience providing tax compliance and consulting services, specializing in serving corpora... More

Our team

Jocelyne Miller

Jocelyne Miller

Managing Director | Deloitte Tax LLP

Jocelyne is a managing director in Deloitte Tax LLP's Private Wealth practice where she specializes in private foundations and other tax-efficient philanthropic vehicles. Bringing her years of experie... More

Mike Schlect

Mike Schlect

Partner | Private Wealth | Deloitte Tax LLP

Mike is the National Private Wealth Tax Controversy Leader for Deloitte Tax LLP as well as the Western United States Private Wealth Tax Leader. He began his career with Deloitte Tax in 2008 and works ... More

Julia Cloud

Julia Cloud

Global Investment Management Sector Leader

Julia serves as the Global Investment Management sector leader for DTTL. She is responsible for professional services delivered to the private equity, hedge fund, mutual fund, and sovereign wealth ind... More

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