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Services

Your purpose. 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 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.

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.

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.

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Today-focused articles

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

Anne Fulton

Anne Fulton

Managing Director

Anne is a national specialist in tax matters related to tax-exempt organizations. Anne provides tax planning and advisory services to various tax-exempt entities, including large private foundations, ... More

Alicia Janisch

Alicia Janisch

Partner | Deloitte Tax LLP

Alicia is a Deloitte Tax partner with more than 15 years of experience passionately serving tax-exempt organizations. She leads relationships with her clients and brings Deloitte Tax team members with... More

Our team

Mike Schlect

Mike Schlect

Partner | Private Wealth | Deloitte Tax LLP

Mike is the Private Wealth Tax practice leader for the Western United States at Deloitte Tax LLP. In this role, he leads more than 300 colleagues advise Private Wealth clients related to income, gift,... More

Wendy Diamond

Wendy Diamond

US Family Enterprise Leader

Wendy serves as the US Family Enterprise leader. In this role, she works closely with first generation and multi-generational owned businesses and their owners to help them identify and navigate the u... 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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