Practical thinking on philanthropy, values, and how wealth can work as a genuine force for good.
Most people arrive at wealth without a giving plan, and that is not a failure. It is how life works. Here is how to build one that reflects who you are.
A donor advised fund is a vehicle, not a plan. What the DAF does well, where it stops, and what the work looks like after the account is open.
A liquidity event opens a planning window most people never use. Why intentional giving decisions made before year end are worth more than reactive ones made after.
On earning the Chartered Advisor in Philanthropy designation, continuing education across the wealth advisory table, and why values are a factor of wealth, not separate from it.
Who is advocating for your values at the wealth planning table? Most advisors on the giving conversation have an affiliation. Here is why that matters.
A donor said the scholarship was not what changed her life. The field trips were. How the right conversation turns “education” into a giving plan that actually fits.
One of the most common patterns I see in philanthropy is not a lack of generosity, but a lack of intention. Strategic philanthropy begins earlier than nonprofit selection. It begins with values.
Year-end is a meaningful moment for nonprofits and donors alike. A values-based checklist to review your impact, clarify your goals, and build a meaningful philanthropic plan.
When sophisticated donors are overwhelmed by competing requests, the answer isn’t to give less. It’s to give smarter. Here’s how to build a framework that brings clarity.
Trust in institutions is at a historic low. But research shows that engaged giving and volunteering can rebuild it, one community at a time.
Most people manage their investments with care and intention. So why do so many donors treat philanthropy as an afterthought? The case for bringing strategy to your giving.
With $84 trillion transferring between generations by 2045, how you direct your wealth matters. Your legacy extends beyond your family. It’s a reflection of everything you stand for.
Start with a 10-minute giving profile and receive a personalized snapshot of where your philanthropy could go.