Services : Philanthropy and Thoughtful Giving

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


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


  • 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