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Create a personalized giving strategy and plan
- Develop and establish your philanthropic goals
- Define outcomes that reflect your charitable vision
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Collaborate with your existing financial team – we don’t manage your money, we manage your giving
- Optimize use of existing vehicles including Donor Advised Funds, Charitable Remainder Trusts and Charitable Lead Trusts
- Provide private foundation/family office grant management support
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Evaluate potential recipient charities
- Research financial and programmatic performance
- Maintain a growing portfolio of best-in-class children’s charities
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Manage the charitable giving process
- Monitor and measure the charity’s use of each gift
- Oversee performance-based dispersal of funds
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Cultivate gift-leveraging opportunities
- Explore matching donation strategies
- Develop online and social media campaigns
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Generate personal and family engagement strategies
- Identify board and volunteer opportunities
- Address legacy-building objectives
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Produce regular Return on Contribution™ reports
- Quantify charity performance and gift impact
- Bring an ROI sensibility to charitable giving
There are no fees or commissions for these services.
Your passion, our work, more lives changed.
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