Planning for smart giving.
Your wealth advisor helps you with investment strategies. Your financial planner advises on tax efficiencies, what you can afford to give, and how to give it.
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 then develop and execute a roadmap to achieve it. Imagine: A plan for giving that advances your ability to:
Define giving goals
Develop a thoughtful giving strategy
Support organizations doing meaningful work
Because when that happens, something powerful occurs: intentional, joyful giving.
Are you ready to sharpen your giving process?
A partner for intentional charitable giving.
We are not your tax advisor or your wealth manager. Rather, we work with them and your other advisors, as the professionals focused entirely on helping you achieve the results you want from your philanthropic activities.
- 01
Identify
and refine your giving priorities.
- 02
Review your current giving
where you've donated, why those gifts were made, and whether the results match your current interests.
- 03
Create the plan
one in sync with your goals today and tomorrow, providing a roadmap for giving that guides you and those close to you going forward.
- 04
Identify remarkable organizations
nonprofits doing effective work aligned with your goals. Some you may already be funding. Others are not yet on your radar.
- 05
Structure your giving
to ensure it reflects your values and your preferences and is simultaneously most valuable to the organizations receiving it.
- 06
Manage requests for support
protecting your time and identifying those opportunities that best align with your goals.