Comprehensive Management Services
Sterling helps families and institutions establish, administer, and sustain charitable entities with thoughtful operational support and long-term stewardship.
Helping families and institutions turn charitable intent into thoughtful, effective action with strategic guidance, administrative depth, and a highly personalized approach.
As the nation's first dedicated national charitable consulting and management firm, Sterling brings decades of experience to help clients achieve their philanthropic goals and build a lasting legacy.
Sterling's expertise in these areas is unmatched. Its principals have started and run public charities, served as trustees of many nonprofit organizations, managed large private foundations, evaluated numerous charities, and developed successful charitable-giving strategies for many clients.
Sterling works directly with you, your family, and your financial, investment, and legal advisors to develop and implement strategies designed to best meet your philanthropic and financial needs.
Sterling helps families and institutions establish, administer, and sustain charitable entities with thoughtful operational support and long-term stewardship.
Sterling advises clients on giving strategy, charitable structure, philanthropic mission, grantmaking priorities, and approaches that align charitable goals with family values.
For clients seeking a simpler vehicle for charitable giving, Sterling provides guidance around donor-advised fund solutions and how they compare with private foundations and other charitable structures.
Sterling’s work is collaborative and highly personal. Every philanthropic plan reflects the donor’s values, family circumstances, and charitable ambitions, with practical support that helps turn ideas into durable action.
Clarify mission, giving priorities, and the right charitable vehicle for your goals.
Reduce complexity with experienced oversight for operations, meetings, and grant processes.
Build a philanthropic legacy that can endure across generations with disciplined support and structure.