Full service strategic philanthropy.

We will collaborate with you, or you and your estate attorney, to document your philanthropic goals. This involves an assessment meeting to understand your goals and assets, followed by a curated list of nonprofits that align with your objectives and accept your specific assets. Together, we'll discuss which nonprofits to include in your estate plan. Once established, we can provide tailored language for your estate attorney and the non-profit. You'll rest easier knowing your legacy will make a positive impact.

​

Deliverables:

• Personalized Philanthropic Plan

• Bespoke Giving Menu

• Custom bequest language 

Money reflects our values. We collaborate with new and experienced funders who are eager to think big and make a difference. Together, we define philanthropic goals, interests, and passions, which can vary from one-time gifts to multi-generational initiatives. With the client or their money manager, we understand assets and explore how philanthropy can enhance wealth management and tax strategies while increasing the funders’ impact. This is the key moment when money and values align. We then present a tailored list of non-profits and initiatives that fit the client’s goals and timing and discuss the next steps. 

​

Deliverables:

• Personalized Philanthropic Plan

• Bespoke Giving Menu

Let’s do more good by removing barriers and simplifying meaningful giving. Our team collaborates with non-profits to maximize impact through deep inquiry and stretching capabilities when needed, including facilitating gift agreements and other documents. We respect your preferences for anonymity and acknowledgment, keeping you informed at key milestones. We provide stewardship and impact reporting from charities to assess effectiveness and refine your philanthropic strategy to maintain holistic wealth. This do-good, feel-good work creates lasting change.

 

Deliverables:

• Executed gift 

• Personalized Philanthropic Plan

• Periodic impact reporting

• Holistic wealth strategy