Paramount Impact

What we do

Services designed for enduring impact.

We offer six core services designed to help you give more effectively, manage philanthropic vehicles efficiently, and measure the impact of every dollar.

01

Donor-Advised Fund (DAF) Strategy

We help families open, fund, and strategically manage donor-advised funds for maximum tax efficiency and charitable impact.

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  • DAF sponsor selection and setup
  • Investment strategy alignment
  • Tax-optimized contribution timing
  • Grantmaking calendar and workflow

02

Fiscal Sponsorship — Model A

We serve as fiscal sponsor for charitable projects and initiatives — providing each sponsored project its own dedicated bank account, debit card, and receipt upload portal, while Paramount Impact maintains legal control and compliance oversight.

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  • Dedicated project bank account
  • Project debit card issuance
  • Receipt upload portal
  • Compliance oversight and reporting

03

Private Foundation Support

We advise families with existing nonprofit foundations on governance, grantmaking strategy, required distributions, and compliance — without serving as investment managers or trustees.

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  • Governance structure review
  • Grantmaking strategy design
  • Required distribution planning
  • Compliance and regulatory guidance

04

Philanthropic Family Advisory

We help philanthropic families clarify their giving vision, align family members around shared values, and build a coordinated giving strategy across generations.

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  • Family mission and values workshops
  • Next-generation engagement programs
  • Giving policy development
  • Annual family philanthropy reviews

05

Grant Strategy & Management

We develop data-informed grantmaking frameworks and manage the complete grant lifecycle — from sourcing and due diligence to impact measurement and reporting.

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  • Grantmaking framework design
  • Nonprofit due diligence
  • Grant agreement management
  • Impact measurement and reporting

06

Advisor Coordination

We coordinate with your estate planning attorneys and financial advisors to weave charitable giving into your estate plan, ensuring your legacy reflects your values across generations.

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  • Charitable remainder trust guidance
  • Planned giving strategy
  • Estate plan philanthropic review
  • Advisor coordination

Not sure which service fits?

Start with a complimentary strategy conversation — we'll map the right structure together.