Philanthropy & philanthropic advisory

Citi Global Wealth at Work has decades of experience in facilitating charitable giving, across governance, compliance, best practices, and grants management of nonprofits. We understand that every client’s philanthropic goals are unique, and provide insights, expertise, and advice that is tailored to your needs. 

Access our customized strategic philanthropy services to leverage our in-depth knowledge on giving. Our insights and tailored advice can help connect you with the charitable organizations that can help you create your own giving legacy.

Our philanthropic  advisory services also benefit future generations. We work with you to begin a dialog with family members, helping them learn and grow, to prepare them as future caretakers of your meaningful legacy.

We also understand that each person’s experience is unique, which is why our Philanthropic Advisory team approaches each legacy differently. All of our guidance is designed around you and your needs, and helps you achieve your giving goals.

How we guide you

Strategic development

The first step toward successful strategic philanthropy is establishing the foundation of your strategy, which includes your legacy pillars, mission statement, and guidelines on giving and investment.

We work with you to develop and finesse your philanthropic narrative. Together we will define the direction of your giving journey.

Our Philanthropic Advisory team will help you navigate common roadblocks to building a solid giving framework, in keeping with regulations and industry best practice. We help you leverage the expertise of our experienced consultants who can provide support on how to structure and manage your philanthropic activities.  

Implementation

No matter where you are on your giving journey, we work with you to help you realize the vision behind your philanthropic goals

We believe collaboration is the key to successful strategic philanthropy initiatives, whether you’re at an early stage or building on your existing activities.

Together, we will consider the granting models available and advise you on the investment assets that can help elevate your mission and seek to deliver on your legacy. 

Tracking and evaluation

Measuring the impact of your philanthropy is an important part of fulfilling your mission.

We are always on hand to review your progress throughout your philanthropic journey.

Our team of experienced philanthropic advisory professionals will recommend the appropriate tools for measuring the long-term impact of your giving once you are up and running. 

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

Please consent to the terms and conditions to continue

Online privacy notice

Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold.

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank.

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

Please consent to the terms and conditions to continue

Online privacy notice

Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.We serve the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions  | The Sustainable Finance Disclosure Regulation 

To learn about CGMI and Citi Private Advisory and Citi Global Alternatives investment business, as well as our relationship with you, please review our  Form Client Relationship Summary.

© 2016 - 2024 Citigroup Inc. All Rights Reserved.