Family Philanthropy Advisory
Steward with intention. Build a legacy that endures.
Trellis Legacy Partners helps families steward what they've been given. Turning generosity into lasting, multi-generational impact through thoughtful governance, clear strategy, and a shared sense of purpose.
Our Purpose
Wealth can be transferred in an instant.
Faithful stewardship takes a lifetime to cultivate.
We partner with families who want their giving to mean something — to be intentional, well-structured, and aligned across generations. Not a transaction, but a legacy carefully tended.
The Long View
Planted with intention, generosity bears fruit for generations.
The Signature Engagement
The Family Philanthropy Blueprint
A guided process that brings clarity and structure to your family's giving — from defining a shared mission to building the governance that carries it forward for decades to come.
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I
Mission & Values Alignment
Surface what your family cares about most and shape it into a clear, shared purpose.
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II
Governance & Structure
Design the decision-making framework that keeps giving thoughtful and accountable.
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III
Giving Strategy
Direct resources toward the causes and outcomes that reflect your intentions.
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IV
Multi-Generational Impact
Engage the next generation in the practice of giving, not just the plan for it, so stewardship becomes a lived discipline, not an inheritance to manage.
How We Help
A trusted partner at every step
Structure & Governance
Frameworks, charters, and decision-making models that give your philanthropy lasting backbone.
Strategy & Direction
Clear giving strategies that connect your resources to the causes and outcomes you care about.
Family Engagement
Conversations, counsel, and shared discernment that bring every generation into the work of giving together, because good stewardship decisions are rarely made alone.
Founder-Led, By Design
Guidance rooted in care and conviction
Trellis is led by Derrick Haskins, who brings experience in family enterprise, nonprofit governance, and pastoral care to every engagement — the same disciplines that shape thoughtful, multi-generational giving.
Meet Derrick Haskins →Begin Your Legacy
Let's shape what your family's giving can become — starting now.
We work closely with a small number of families each year. If you're ready to steward your resources with greater intention, we'd welcome a conversation.
Request a Conversation