Cogeo provides guidance and advice to philanthropists and aspiring philanthropists on the following 4 service areas:
Check Writing - Cogeo consults the philanthropist on an hourly basis to help optimize their giving decisions, both socially and financially (tax management). Consulting is typically done on a periodic schedule yearly.
Donor Advised Funds - Cogeo uses a donor advised fund to allow philanthropists desiring more involvement and complexity with their charitable activities the option to do so without the full administrative burden and cost associated with starting either their own private foundation or public nonprofit.
Private Foundations - For philanthropists wanting to have more control over their own legal entity and establish their own board and robust grant program(s), the private foundation option is best. Running a private foundation gives the philanthropist complete control over all aspects of the legal entity but is more time intensive and expensive than the prior two options.
Public Nonprofits - For philanthropists that want to create the largest opportunity for positive impact both in the community and on their brand, the public nonprofit option is the best choice. A public nonprofit has staff and runs programming and, as a byproduct of its operations, generates the most opportunity for positive impact and media exposure.