Who needs a
philanthropic advisor?
Being a thoughtful, generous person who wants to make your philanthropy more intentional, productive, and fulfilling means you may be:
A successful business owner
Did you recently sell a business or experience a liquidity event, and want to think thoughtfully about how to give?
An individual or family group with new wealth
Did an inheritance or major financial change create new giving opportunities for you?
An established donor
Do you regularly donate significant funds, and now want to be more intentional and strategic?
Receiving a constant barrage of requests for gifts
Would you appreciate having a "fractional" executive director to manage the onslaught and relieve the drain on your time?
JEC Philanthropy is here to partner with you wherever you may be on your philanthropic journey.
Tailored Advisory Services for Purpose-Built Philanthropy.
Effective philanthropy reflects your values, priorities, and legacy. It begins with a conversation to bring clarity, structure, and intention to your giving without adding complexity to your life.
Our approach is comprehensive, discreet, and highly personalized, integrating seamlessly into your broader financial and personal priorities.
Review your historical giving to transform future philanthropy.
To bring organization, transparency, and insight into your charitable activity, and to ensure nothing is overlooked, we:
Analyze your historical giving to uncover patterns and opportunities
Track pledges, payments, and future commitments in real time
Ensure your giving is moving forward and meeting your giving priorities
Step 01
Identifying your goals.
Together, we identify what matters to you most and translate it into thoughtful, proactive, and meaningful giving.
Clarify and articulate your philanthropic vision and priorities
Develop a structured, values-aligned giving strategy
Guide the implementation of your charitable plan over time
Step 02
Your decision-making.
Thoughtful giving requires both discipline and informed judgment. We collaborate with you to establish a framework that supports confident, consistent decisions. Together we:
Build a customized philanthropic budget aligned with your overall financial picture
Establish a structured and sustainable giving cycle
Evaluate organizations to ensure they meet your standards
Step 03
Respecting your time.
We manage the details so you can focus on what matters most, including:
Managing relationships with organizations you currently support to ensure 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.