Philanthropic Advising for Families

Giving should be joyful, not burdensome. You have a heart to give. You have the means to give. But how do you decide which organizations are worthy of your investment?

Even for those families with generous hearts, giving can have the same demands as a stressful job.

• Giving can be a burden - figuring out which organizations have the greatest needs but will use the gift well and for what projects.

• Giving can take time - constantly getting asked, galas, coffees, newsletters, project updates, etc.- and energy to do well and stay informed.

families increasingly seeking guidance on strategic giving to maximize impact and align with their values. As a Philanthropic Giving Advisor, our mission is to empower these families to achieve their philanthropic goals effectively. We’ll take time to learn the causes you care about, help you vet organization seeking support, and serve as a liaison between your family and the organization.