Planning for smart giving.
Your wealth advisor helps with investment strategies. Your financial planner advises on tax efficiencies, what you can afford to give, and how to give it. I help with everything that comes after.
How often are you asked to donate to someone else's favorite cause?
How do you decide whether or not you want to give to that organization?
How do you decide how much to give?
Who do you ask for guidance?
What do you want your philanthropy to accomplish?
Together, we'll clarify what matters most to you and develop a roadmap to achieve it — a plan for giving that advances your ability to:
Define
your giving goal.
Develop
a thoughtful giving strategy.
Support
organizations doing meaningful work.
A partner for intentional charitable giving.
I'm not your tax advisor or your wealth manager. I work alongside them — focused entirely on helping you achieve the results you want from your philanthropic activities.
Identify
and refine your giving priorities.
Surface remarkable organizations
Nonprofits doing effective work aligned with your goals — some you fund, others not yet on your radar.
Review your current giving
Where you've donated, why, and whether the results match your current interests.
Structure your giving
So it reflects your values and is most valuable to the organizations receiving it.
Create the plan
A roadmap in sync with your goals today and tomorrow — for you and those close to you.
Manage requests
Protect your time and surface the opportunities that best align with your goals.