Give with intention.Decide with confidence.
Giving away money well is harder than it looks. We help generous people do it with clarity, strategy, and a lot less stress.
A trusted and valued resource for advisors at leading firms including:
How do you give?
Priorities
Have you identified your giving priorities?
How do you decide how much to allocate to each?
And are you sure your current giving reflects that allocation?
Alignment
How do you decide whether new or existing organizations align with your current giving strategy?
Impact
How do you structure your financial gifts in a way that delivers maximum impact to the recipients?
Legacy
Have you thought about how your generosity today will help define your legacy?
What if giving could be stress-free?
Giving money away can be surprisingly challenging. But it doesn't have to be. It can be easy, enjoyable, even joyful. Better yet, you don't have to do everything yourself.
No pitch, no paperwork. Just a conversation about what you care about, and how we might help.
A brief monthly note on giving well.
Your wealth has advisors.Your giving should too.
Just as you rely on the support of your wealth manager, accountant, and other advisors to guide you in your financial matters, you can also rely on JEC Philanthropy to support you in your philanthropy. Together, we will work to:
Clarify your goals
Develop thoughtful giving strategies
Identify the right personal portfolio of organizations to fund philanthropic work that resonates
The result?A giving plan to ensure you:
Donate with confidence
Increase your impact
Enjoy your giving
What it's likeWorking with Josh.
“When it comes to my personal philanthropy, working with Josh has been a game-changer.”
Lauren L.
Rochester, NY
“Thanks to JEC, we now have an easier time making larger donations to the groups we ‘really’ want to support. We are without a doubt more effective at achieving our philanthropic goals.”
Aaron S.
Bal Harbour, FL
“To Josh, philanthropy is far more than just giving away money. If you decide to engage him, you will be pleased beyond your imagination.”
Moshe W.
Nashville, TN
“Talking with Josh is always insightful and his support is invaluable. His skills and experience help me navigate the seemingly never-ending decisions related to giving.”
Karen R.
Miami Beach, FL
“The accountability Josh provides has made my financial generosity much more meaningful. You not only enjoy the process — you discover that you are giving with more joy and purpose.”
Steve L.
St. Louis Park, MN
“Josh becomes an invaluable partner in helping make your philanthropy more effective, more meaningful, and even more manageable and enjoyable.”
Deborah D.
Omaha, NE