Philanthropic Planning Group

The Philanthropic Planning Group sits in the Upper West Side’s quietly active 72nd Street corridor—a rare meeting spot where estate strategies and charitable intent intersect. Here, estate planning isn’t just about documents; walk-ins receive guidance on donor-advised funds, will reviews that include legacy gifts, and endowment structuring that aligns with long-term philanthropic goals. The conversation often starts with tax-efficient giving vehicles, then drills into irrevocable trusts and planned-giving campaigns—no jargon requests refused. Across the building’s polished lobby, clients slide into discussions that span charitable remainder trusts, legacy naming opportunities, and nonprofit board placement consultations; each session is custom-tailored to the donor’s timeline, not a one-size-fits-all template. Occasionally, advisers help donors coordinate grant letters, succession plans for family foundations, and even IRA rollovers directed to public charities—tasks that usually feel spread across three different offices. To reach them at 15 W 72nd St # 31g, dial (781) 205-9383 and ask for the planning line; the elevator to the 31st floor deposits you a floor above Central Park West, where the West Side’s quiet precision meets the city’s relentless momentum. Route your visit with the map before the A train crawls downtown.