What We Do
Individuals, families and foundations
Set clear intentions, guidelines, and outcomes around your philanthropy
Advise on the most suitable charitable entity that suits your giving style and long-term goals
Inventory all of your assets (financial and others) for their ability to further your philanthropic mission
Identify issues and grantee partners that align with your vision
Document your philanthropic legacy for future generations
Connect you with others who can help you achieve your goals (e.g., peers, staff hires, other professional advisors)
Provide on-going learning opportunities to keep you well-informed and accountable
Engage the next generation in family philanthropy
Provide guidance in designing charitable bequests and identify opportunities for planned giving
Facilitate family and/or board meetings
Assess your impact
Corporate Giving and Employee Engagement
Help ascertain your company’s commitment to giving and service
Create the mechanisms to have a “culture of giving” throughout the company
Develop programs around giving, volunteerism, and employee engagement to reinforce company values
Advise on the most suitable charitable entity that suits your company’s giving style and long-term goals
Personal Representative Services
Serve as Executor of your charitable estate
Work with your team of financial and legal advisors as necessary to ensure your legacy is secured
How We Work
We work for you. We are paid only by you. We do not represent non-profits, financial advisors, attorneys, insurance agents or CPAs. We do not sell products or hold funds.
Based on the Scope of Work, your fee is based on a retainer schedule that is mutually agreeable and paid partially in advance of the work.
Getting to know you and what you wish to accomplish and why, are our strong suits. We know the tools and techniques to get it done. And when we don’t, we scout the best talent to work with who do.
Only you decide how much you can or should dedicate to philanthropy. Our role is to help you come to that decision in a way that considers your needs and those of the community.
You will engage in a thoughtful exploration of why you are embarking on this journey. We delve into family history and values, attitudes about money, and your interests, aspirations and concerns.
You will receive a personalized Giving Plan and Charitable Gift Tracker™ that will serve as your family’s guide to giving—complete with mission statement, focus areas, estate planning instructions (if desired) and a plan for future giving.
Give with Clarity and Confidence
Our process will help you move from reactionary giving to purposeful giving. We may work together for several months or several years. Regardless, our aim is to create an army of thoughtful philanthropists dedicated to making the world a better place with humility, clarity, and compassion.