{"id":30182,"date":"2023-08-01T04:04:12","date_gmt":"2023-08-01T04:04:12","guid":{"rendered":"https:\/\/www.process.st\/templates\/family-office-philanthropy-advisor-onboarding\/"},"modified":"2024-08-06T12:42:58","modified_gmt":"2024-08-06T12:42:58","slug":"family-office-philanthropy-advisor-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/family-office-philanthropy-advisor-onboarding\/","title":{"rendered":"Family Office Philanthropy Advisor Onboarding"},"content":{"rendered":"\n<section id=\"introduce-the-advisor-to-the-family-offices-mission-and-values\">\n <h2>Introduce the advisor to the Family Office's mission and values<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/2fd21caa-9b23-4c54-a61b-cfe368405034\/j36TcmG6KRW4wt-_JqRIhw.png\" alt=\"Introduce the advisor to the Family Office's mission and values\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/2fd21caa-9b23-4c54-a61b-cfe368405034\/j36TcmG6KRW4wt-_JqRIhw.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"familiarize-the-advisor-with-the-current-philanthropy-projects-and-partnerships\">\n <h2>Familiarize the advisor with the current philanthropy projects and partnerships<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"briefing-about-the-familys-philanthropic-history-and-interests\">\n <h2>Briefing about the family's philanthropic history and interests<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"approval-briefing\">\n <h2>Approval: Briefing<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Introduce the advisor to the Family Office's mission and values<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-the-advisor-with-the-philanthropy-budget\">\n <h2>Provide the advisor with the philanthropy budget<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"introduce-the-advisor-to-family-office-team-and-stakeholders\">\n <h2>Introduce the advisor to family office team and stakeholders<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"set-up-their-work-tools-and-accounts\">\n <h2>Set up their work tools and accounts<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"guide-the-advisor-on-how-to-use-the-offices-crm-and-other-software\">\n <h2>Guide the advisor on how to use the office's CRM and other software<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"approval-work-tools-and-accounts-setup\">\n <h2>Approval: Work tools and accounts setup<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Set up their work tools and accounts<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-detailed-information-on-regulatory-frameworks\">\n <h2>Provide detailed information on regulatory frameworks<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"discuss-the-family-offices-philanthropic-strategy-and-goals\">\n <h2>Discuss the family office's philanthropic strategy and goals<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"approval-strategy-and-goals\">\n <h2>Approval: Strategy and Goals<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Discuss the family office's philanthropic strategy and goals<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"arrange-introductory-meetings-with-current-project-partners-and-beneficiaries\">\n <h2>Arrange introductory meetings with current project partners and beneficiaries<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"provide-training-and-materials-on-donoradvised-funds\">\n <h2>Provide training and materials on donor-advised funds<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"provide-training-on-tax-implications-of-various-forms-of-philanthropy\">\n <h2>Provide training on tax implications of various forms of philanthropy<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"set-expectations-about-reporting-and-communication-protocols\">\n <h2>Set expectations about reporting and communication protocols<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"approval-communication-protocols\">\n <h2>Approval: Communication Protocols<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Set expectations about reporting and communication protocols<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"allocate-the-advisor-on-their-first-project\">\n <h2>Allocate the advisor on their first project<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"periodic-review-setup-with-the-team-and-stakeholders\">\n <h2>Periodic review setup with the team and stakeholders<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n<section id=\"confirmation-of-completion-of-the-onboarding-process\">\n <h2>Confirmation of completion of the onboarding process<\/h2>\n <div class=\"text-content\">\n  shortText\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduce the advisor to the Family Office's mission and values shortText Familiarize the advisor with the current philanthropy projects and partnerships shortText Briefing about the family's philanthropic history and interests shortText Approval: Briefing Will be submitted for approval: Introduce the advisor to the Family Office's mission and values Will be submitted Provide the advisor with 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