The proof is in the process.

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. We understand assets and explore how philanthropy can enhance wealth management and tax strategies while increasing the funder's impact. This is the key moment when money and values align.

 

Deliverable: Personalized Philanthropic Plan 

Based on your philanthropic goals and assets, we develop a curated list of nonprofits that align with your objectives and accept your specific assets. Our team of qualified researchers and fundraising professionals will do the legwork for you. We will then meet to review and discuss, mapping out your personalized plan for good.

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Deliverables:

Bespoke Giving Menu

Custom bequest language (as requested)

Let’s do more good by removing barriers and simplifying meaningful giving. Our team collaborates with non-profits to enhance your gifts’ impact through deep inquiry and stretching capabilities when needed. We respect your preferences for anonymity and acknowledgment, helping structure funding agreements and keeping you informed at key milestones. The result—more good in the world—and that’s something to feel good about.

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Deliverable:

Executed gift

All good plans require regular assessment of ROI, impact, and goal alignment. Why should your philanthropic strategy be any different? Our team will work with your selected non-profits to provide periodic impact reports and integrate with money managers to maximize giving. This includes meetings with you to assess the impact and fine-tune strategy as needed.  This do-good, feel-good work creates lasting change.

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Deliverables:

Periodic impact reporting

Personalized Philanthropic Plan 

Holistic wealth strategy