Thoughtful Giving and Strategic Philanthropy

Whether you’re at the beginning stages, have a donor advised fund, or a family foundation, we can help you clarify your goals, align your life legacy with your giving, manage your grant-making processes, and work with you to develop strategies that leverage your giving.

Bring joy to your philanthropy through the creation of dynamic giving plans that:

• Match your passion and values
• Maximize the effectiveness of your philanthropy
• Leverage and transform

Philanthropy Can Be Effective and Fun!

We work with you to:

• Develop a Statement of Donor Intent
• Create your Values Statement
• Clarify Vision, Mission and Goals
• Decide how you want to work together
• Focus your giving
• Engage the Rising/Next Generation and other family members
• Create educational and inspirational board meetings
• Implement processes for grant application and program evaluation

Charitable Giving Tools

How do you decide which Charitable Giving Tools are best for you?

See: Our overview of Charitable Giving Tools

OUR SERVICES

• Coaching and Consulting
• Mediation and Facilitation
• Dynamics of Family Wealth
– Impact of Wealth
– The Inheritance Conversation
– The Family Business
– Your Legacy
– Ethical Will
• The Rising/Next Generation
– The Pre­-PreNuptial Process
– Onboarding New Family Members
• Philanthropy and Thoughtful Giving
• Create the Life You Want

GUIDING THROUGH THE ISSUES

• Getting Started –­ What We Do
• Impact of Wealth
• Cauldron of Change
• The Family Meeting/Retreat
• Power of the Family Story

CHARITABLE GIVING TOOLS

• Kitchen Table Giving
• Private Foundations
• Program Related Investments
• Supporting Organization
• Donor Advised Fund
• Community Foundation
• Social Venture Partnerships (SVP)
• Charitable Remainder Trust (CRT)
• Charitable Lead Trust (CLT)
• Gift Annuity