Boutique Philanthropic Advisory

Give with intention.
Know your impact.

We work alongside individuals and families who are ready to bring the same clarity and intentionality to their philanthropy as they do to every other aspect of their financial life. We are the nonprofit expert at your wealth advisory table.

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Jonesing for Good

Wealth as a force for what matters.
We help you align your giving with your values, and close the loop on the impact it creates.

Philanthropic Plan
Nonprofit Starting Menu
Gift Facilitation and Coordination
Documented Impact Report
10+
Years inside nonprofit advancement
Most.
Of major gifts come from direct asks, not strategy
Flat.
Fee model, never a percentage of your giving
0
Nonprofit affiliations, fully independent advice
Why Jonesing for Good

We see wealth as a way to embolden what matters in the world.

01 · Nonprofit Agnostic

We follow your values, not relationships.

We have no affiliation with any nonprofit organization. Every recommendation we make begins and ends with your values, your legacy goals, and the evidence of organizational effectiveness, never with who called us first. This is rare. It matters.

02 · Inside Knowledge

We know how nonprofits actually work.

With over a decade in nonprofit advancement and university fundraising, Morgen Marshall understands these organizations from the inside, governance, financial health, leadership, program delivery, and what high-functioning boards look like. This changes the quality of every recommendation.

03 · Collaborative by Design

Your existing advisors stay central.

We don't replace your financial advisor, estate attorney, or CPA, we work alongside them. Our role is to bring nonprofit expertise and philanthropic strategy into the room so your full advisory team can make better-informed decisions together.

04 · Values Over Transactions

Wealth is more than a tax strategy.

Most giving is reactive, driven by direct asks and personal relationships. We believe wealth can be a genuine force for what matters in the world, and that strategic philanthropy is how you harness that potential. We help you move from reactive to intentional.

The Case for Strategy
"Most giving is reactive, driven by who asked, not why it matters."

Strategic philanthropy means your generosity is guided by your values, backed by independent research, and measured by real outcomes. That is what Jonesing for Good is built to deliver.

Our Services

Align. Curate. Steward. Project.

Four ways to work together, all structured on a flat fee or retainer basis, never as a percentage of your giving.

Your philanthropic framework.
01 · 02

Align + Curate

We map what matters most into a clear philanthropic framework and translate it into a vetted, decision-ready giving menu. The foundation for everything that follows, designed to govern your giving for years to come.

Output: Personalized Philanthropic Plan (values assessment, mission statement, giving budget, gift preferences) and Curated Nonprofit Giving Menu with Vetted Recommendations.

Who it’s for: Individuals giving $50K+ annually, planning a bequest of $500K+, or stewarding a DAF, charitable trust, or philanthropic fund with a balance of $250K+.

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Ongoing philanthropic practice management.
03

Steward

Your philanthropy stops being a series of transactions and becomes an intentional practice that supports your defined legacy plan. We consistently manage your nonprofit relationships and deliver written impact reports on your major gifts, so your giving is measured, documented, and legible to your family and advisory team.

Output: Gift facilitation and coordination, nonprofit relationship management, impact reports and strategy meetings, annual re-strategy session and Philanthropic Plan refresh, year-in-review impact summary, and philanthropic dashboard.

Who it’s for: Clients giving $150K+ annually who want their philanthropy actively managed.

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One-time advisory support.
04

Project

Half-day or full-day advisory session with follow-up documentation. Gift assessment, nonprofit alignment review, general philanthropic advisory.

Output: Advisory session with structured follow-up documentation.

Who it’s for: Any individual or family navigating a specific giving decision or wanting to explore whether a longer engagement is the right fit. No minimum giving requirement.

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How we vet nonprofits: Form 990 analysis, audited financials, leadership assessment, program outcome review, and Charity Navigator cross-referencing, plus AI-assisted research to surface organizations traditional shortlists miss. We utilize technology yet lean on human inquiry to validate recommendations. We go where the data leads, not where relationships pull.

Who This Is For

For philanthropists, aspiring and established, who want more than just a tax deduction.

Our clients wish to bring the same rigor to their philanthropy as they do to every other major financial decision in their lives. They also understand that wealth should be anchored in core values.

01

The Impact-Focused Donor

You're giving generously, but you want evidence it's working. Not thank-you letters. You want to understand, with specificity, what your giving accomplishes in the world. You also want confidence that your giving continues to reflect your values and legacy goals as they evolve over time.

02

The Legacy Builder

You're building an estate plan and want your legacy to reflect your values through charitable giving. You need vetted organizations you can trust, institutions that will be healthy and mission-driven in the decades ahead. Your legacy deserves more than a name on a check.

03

The Strategic Giver

You have a DAF, a foundation, or significant annual giving capacity. You're ready to move from reactive, relationship-driven giving to a structured strategy built around your values, one that integrates with your full financial and estate plan.

Your Advisory Partner

Another seat at your wealth advisory table.

Most wealth management practices don't include a dedicated philanthropic advisor, and most donors are relying on relationship-driven giving rather than values-driven strategy.

We change that. We work hand-in-hand with existing advisors, bringing nonprofit expertise and philanthropic strategy into the conversation. This allows financial advisors, estate attorneys, and CPAs to focus on what they do best and better serve clients with charitable expertise.

"We are not duplicating or competing with anyone on your team. We are purely complementary, with your values and your legacy at the center of everything."

For more than a decade, I worked inside nonprofit organizations, in advancement, fundraising, and external relations. I know what it looks like when a nonprofit thrives, and I know the warning signs when it doesn't.

We work alongside your team, not around it. Our fee model, flat fee and retainer, never a percentage of giving, keeps our incentives fully aligned with your client's outcomes.

Research shows that a majority of major gifts come from direct asks. Strategic philanthropy is about right-sizing that dynamic, so giving is driven by values and impact, not someone else's fundraising cycle.

Financial Advisor
Investment strategy, cash flow, and overall wealth management
Estate Attorney
Legacy structure, charitable provisions, and trust vehicles
CPA
Tax strategy, deduction optimization, and financial reporting
Jonesing for Good · Philanthropic Advisor
Philanthropic Plan
Values clarification, nonprofit research, philanthropic planning, and impact reporting
Morgen Marshall
About Morgen

I've sat on both sides of the table.

Chartered Advisor in Philanthropy (CAP®) · Nonprofit Connector · Giving Strategist

For more than a decade, I worked inside nonprofit organizations, in advancement, fundraising, and external relations. I know what it looks like when a nonprofit thrives, and I know the warning signs when it doesn’t.

I founded Jonesing for Good because I saw a gap: high-capacity donors who care deeply but lack a trusted, independent guide to help them give with intention and confidence. Someone who isn't trying to sell them anything, doesn't represent any organization, and is motivated entirely by one thing, the impact their generosity can have in the world.

I believe wealth is one of the most powerful tools for good that exists. I also believe most people are not using it as strategically as they could be, not because they lack generosity, but because no one has ever given them the framework to do it differently.

Chartered Advisor in Philanthropy (CAP®)
10+ years nonprofit advancement
Nonprofit agnostic, no affiliations
Nationwide client service
Common Questions

What advisors and clients ask us first.

If your question is not here, we would rather answer it directly than have you guess.

What is a philanthropic advisor?

A philanthropic advisor helps individuals and families decide what their giving is for and where it should go. The work covers values clarification, nonprofit research and vetting, giving budgets, and impact reporting. It sits alongside financial, tax, and estate planning rather than inside any of them, which is why most wealth management practices do not include one.

How is this different from what my firm already does?

Financial advisors handle investment strategy and cash flow, estate attorneys handle legacy structure and charitable provisions, and CPAs handle tax strategy and deduction optimization. None of those roles include researching which nonprofits a client should support, or reporting back on whether the giving worked. We are complementary rather than competitive, and we work alongside your team rather than around it.

What does philanthropic advisory cost?

Engagements are structured on a flat fee or retainer basis, never as a percentage of your giving. That keeps our incentives aligned with your outcomes rather than with the size of a gift. Align and Curate is a fixed fee engagement, Steward is an ongoing monthly retainer scoped to the complexity of your philanthropic portfolio, and Project is a half day or full day session.

What is a CAP designation?

Chartered Advisor in Philanthropy is a specialized designation from The American College of Financial Services covering charitable tax strategies, estate and legacy planning, business exit planning, and the interpersonal work of guiding a donor from intention to impact. Morgen Marshall holds the CAP designation.

Do you have to be wealthy to work with a philanthropic advisor?

The engagements are built for a specific profile. Align and Curate suits individuals giving $50K or more annually, planning a bequest of $500K or more, or stewarding a donor advised fund or charitable trust of $250K or more. Steward suits clients giving $150K or more annually. Project has no minimum giving requirement and is often the right starting point for a single decision.

How do you decide which nonprofits to recommend?

Every recommendation runs through Form 990 analysis, audited financials, leadership assessment, program outcome review, and Charity Navigator cross-referencing, supported by AI-assisted research to surface organizations that traditional shortlists miss. We use technology but rely on human inquiry to validate what it finds. We go where the data leads, not where relationships pull.

Ready to give with greater intention?

Start by telling us a little about your giving today, your values, and what you're hoping to accomplish. Morgen reads every response personally and will be in touch with you directly from there.

Schedule a Consultation Start Your Giving Profile