Who needs a
philanthropic advisor?
Thoughtful, generous donors who want their giving to feel more intentional, productive, and fulfilling. You may be:
A Successful Business Owner
Did you recently sell a business or experience a liquidity event, and want to be thoughtful about how to give?
New Wealth
Did an inheritance or significant life event create new giving opportunities for you and your family?
An Established Donor
Are you giving today, but don't feel like you have the time, expertise, or strategy?
Overwhelmed By Requests
Would you appreciate a savvy, trusted partner to manage the workload and relieve the strain on your time?
I partner with you wherever you may be on your philanthropic journey.
Tailored advisory for purpose-built philanthropy.
Effective philanthropy isn't only about how much, but how. A conversation establishing clarity, structure, and intention ensures a comprehensive plan for life.
My approach is comprehensive, discreet, and highly personalized — executed with considered values and a workflow built around your core priorities.
Step 01
Identifying your goals.
Together, we identify what matters to you most and transform it into thoughtful, proactive, meaningful giving.
Clarify and articulate
Your philanthropic vision and priorities.
Develop
A structured, values-aligned giving strategy.
Guide
Implementation of your charitable plan over time.
Review your historical giving to transform future philanthropy.
Bring organization, transparency, and insight into your charitable activity — and ensure your roadmap is forward-looking.
Analyze
Your historical giving to uncover patterns and opportunities.
Track
Pledges, payments, and future commitments in real time.
Ensure
Your giving moves forward and meets your priorities.
Step 02
Your decision-making.
Thoughtful giving requires discipline and intuition — a framework that supports confident, considered choices. Together we:
Build — A custom annual philanthropic budget aligned with your overall financial picture.
Establish — A structure and sustainable giving cycle.
Evaluate — Organizations to ensure they meet your standards.
Step 03
Respecting your time.
I manage the details so you can focus on what matters most: helping.
Managing relationships with organizations you currently support — ensuring funding is used as expected and outcomes achieved.
Vetting new opportunities and assessing incoming funding requests.
Coordinating your charitable strategy with your financial advisor, accountant, attorney, and other trusted professionals.