Edward Charles Foundation

Edward Charles Foundation

The Gold Standard in Outsourced Philanthropy

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Schedule A Consult

Schedule a Consult

Speak with an ECF Advisor
at No Obligation

Whether you’re an advisor exploring fund structures for a client or a family considering your first DAF, our team is here to walk you through every option — clearly and without pressure.

30 min

Typical consult length

8

Fund structures available

No cost

Introductory consultation

Confidential

Information shared is never sold or distributed

No Obligation

A consult is a conversation, not a commitment

Fast Follow-Up

Confirmation within one business day

What to Expect

A straightforward conversation

Every consult follows a simple, focused format so your time — and ours — is well spent from the first minute.

1

Submit your details
Share a few basics — your role, goals, and any questions you have ahead of time. This lets us route you to the right advisor and come prepared.

2

Pick a time that works
Select from available slots on our calendar. You’ll receive a confirmation email with a calendar invite and a secure video link or dial-in number.

3

We review your submission

Your assigned advisor will review your intake notes before the call so you’re never repeating yourself or starting from scratch.

4

Your 30-minute consult

We’ll discuss your situation, explore fund structures that fit, and answer any compliance, tax, or operational questions. Next steps are entirely up to you.

Why schedule a consult?
◆
Clarity on fund structures. With 8 fund types available, the right fit depends on your client profile, tax situation, and giving goals. We’ll map it out for you.
◆
No internal resources required. Our full back-office infrastructure — compliance, accounting, HR, reporting — means you can open a fund without building a team.
◆
Trusted by advisors and families alike. Whether you’re an RIA with 20 philanthropic clients or a family exploring your first DAF, this consult is tailored to you.
◆
Transparent and compliant. ECF is a 501(c)(3) with audited financials, a Charity Navigator rating, and a governance structure built for institutional confidence.

Meet Your Advisors

Who you’ll be speaking with

KS

Kent E. Seton, Esq.
CEO, CFO & Chairman of the Board
Tax Law · Compliance · Philanthropy Strategy

KS

Kirk Scott
Director of Client Services

Sports & Entertainment · Community Impact · Fund Execution

Book Your Call

Schedule a Consult

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