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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

Your needs

Whether you are a nascent or experienced philanthropist, identifying a meaningful philanthropic strategy, obtaining the information necessary to execute on a plan, and working with a sophisticated tax professional who can assist you with the nuances of managing and reporting related to your charitable vehicle are essential for the unique journey ahead.

Whether you're an investor focusing on a particular passion, or the leader of a purpose-driven business or a nonprofit delivering direct program services, Deloitte, leveraging our global network, can provide you with the services you need to plan for success.

How we do it

We start by understanding you—your assets, philanthropy, businesses, family, and more. Then, with your wants and needs in mind, we assist you to create goals and start a tailored-to-you tax planning process.

We have Greenhouse Labs for business clients and use a tailored process with families. Nonprofits often benefit from an outcomes-based approach. No matter the approach, the result is a philanthropic plan, customized to your needs, that provides you with the tools to bring your philanthropic impact to life.

Check our credentials

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.

Today-focused articles

Additional resources

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Disaster Assistance
It is not a question of if, but when and how to help?
January edition
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Philanthropy News & Views
December edition
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You asked - DAF restrictions by sponsor organizations
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Philanthropic Services Storefront
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Philanthropy News & Views
July edition
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Tardy to the e-filing party
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Program related investment (PRI)
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Accounting for and Disclosure of Crypto Assets
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ESG (Environmental, Social, and Governance) and Non-profit Organizations
Is there value to incorporating ESG factors into our non-profit strategy?
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Charitable gifts of crypto: Old rules to new assets
By: Jane Searing, Mike Schlect, and Sha Zhang
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Family business enterprise and the family foundation foundation
A happy tale of transition, estates, gifts & trusts journal
By: Jane M. Searing and Mike Schlect, Deloitte Tax LLP, Washington D.C. [May 12, 2022]
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Preparedness: Legacy Assessment
Family offices are in a unique position to prepare their organization and the families they serve to plan for the inevitable.

Discount Code (SCQ) saves $100 at checkout and may be combined with early registration discount before October 28, 2022 - Chaired by Jane Searing

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DEI, philanthropy, and the role of tax
Part of the Tax News & Views Podcast series
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Biden's Green Book and the future of philanthropy
Part of the Tax News & Views Podcast series
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Don’t Overlook Tax’s Vital Role Driving the S in ESG Strategy
Companies can execute sustainability and equity strategies by leveraging both philanthropy and state and federal tax credits
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Budget plan and Green book for FY24
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Philanthropy News and Views
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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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