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.
Planted with intention, generosity bears fruit for generations.
Before your family decides where to invest its charitable capital, it must decide what it is building — and why. The Blueprint is a guided process that turns your family's values and vision into a clear, actionable philanthropic roadmap: purpose, priorities, governance, and measurable outcomes. The result is charitable capital invested with intention, and lasting impact.
Phase One · Discovery Engagement
Establish the Foundation
What are we building — and why?
Strategy and stewardship go hand in hand. We begin with what it means to faithfully steward what God has given you — moving the central question from "How much should we give?" to "How much should we keep?"
Every family begins from a different place. Wherever yours stands on that journey, sitting down together to clarify your values and priorities is itself a meaningful first step toward growing in faithful stewardship.
From that footing we reflect on your family's story and passions to define philanthropic purpose, core values, investment interests, and the legacy you intend to leave — the raw material the Blueprint is built from.
Phase Two · Blueprint Development
Design
Strategy & Governance
We build a multi-year charitable investment strategy and roadmap matched to your capacity, convictions, and legacy goals — with governance frameworks for selecting, tracking, and evaluating them.
Deploy
Action & Relationships
We identify investment opportunities, establish relationships, set benchmarks, distribute capital, and begin tracking progress against them.
Evaluate
Alignment & Outcomes
We assess values alignment, transparency, and outcomes on an ongoing basis, refining the roadmap as your family and its impact mature.
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