The legacy of giving
Your Philanthropic Journey
Philanthropy takes us on a personal journey that reflects our values and honors the people, places, and opportunities that empower us to create a legacy of giving and impact in the world. We serve as your guide to ensure your gifts can make the most impact for the people and causes most important to you.
Summary of Services
- Planning to maximize philanthropic impact and tax benefit.
- Researching organizations closest to your cause to determine the best matches for your giving.
- Developing request for proposals (RFPs) and managing all aspects of the process including solicitation, competition, award management, and monitoring of program implementation.
- Representing your interests in meeting with Board members of potential grantees and grantee organizations while fully preserving your anonymity as a donor.
- Working with key philanthropic partners at the national and international level to understand policies that may impact your giving.
- Collaborating with all your representatives, including family offices.
- Planning for legacy giving to ensure your values are carried forward.
A Trust-Based Approach
We prioritize long-term returns on philanthropic investments through data-driven decision-making, a comprehensive understanding of the evolving philanthropic landscape, and emerging needs. At the heart of our approach is an honest, open, and collaborative relationship with clients, ensuring transparency and shared success as the foundation of our work