Benefactory - Philanthropic Advisors
Benefactory - Philanthropic Advisors
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Mally Cox-Chapman
Known nationally for her work in philanthropy, Mally Cox-Chapman takes an individual approach to advising clients.

Private Foundations and Charitable Trusts
Effective family philanthropy comes out of careful planning, good governance, meticulous administration, and sound advice.
Private Foundations and Charitable Trusts

The Planning Process

A signature offering of Benefactory is a step-by-step process to clarify a donor’s interests. Clients may say at the beginning that they have no philanthropic interests, only to discover within the hour of the Planning Process that they care deeply about a field of interest—they just didn’t think they could make a difference.

We are there to help clients learn that they can. The Process involves a conversation based on 22 open-ended questions developed over ten years of experience that lead the client to a statement of philanthropic purpose.  The advisor then brainstorms with the client and writes up a detailed recommendation of next steps. Your client will come back to you clear about goals. Clients who are clear are easier to help.

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