Our Approach
We meet donors where they are on their philanthropy journey to devise (or refresh) a charitable giving plan in four simple, but not always easy, steps.
Strategy Meeting — New clients begin with a kickoff meeting to examine your core values and philanthropic motivations, how those relate to the issues and organizations you aim to (or already) support, and hone a charitable giving mission statement.
Giving Budget and Structure — Together — and with counsel from your financial advisors — we’ll determine how much money you plan to donate and the right vehicle(s) for your giving.
Research and Recommendations Meeting — We’ll research and identify great organizations and giving opportunities aligned with your priorities and make recommendations for where we think your investments can have the greatest impact.
Stewardship and Impact Meeting — We’ll monitor the impact of your gifts, meet to reflect on outcomes, and refine your goals for future giving.
