Services
Start, improve, or expand your philanthropic giving.
Together, we analyze your experience with philanthropy, set clear intentions, and identify areas of funding interest. We then work to create an annual giving roadmap that makes sense for you.
Planning
Identify, screen, and select organizations.
I will vet and recommend various organizations for you, provide advice, and empower you to make thoughtful choices. I take your lead as to your level of involvement with trusted organizations that fit within your strategic vision.
Research
Make giving happen because it may otherwise fall off the “to do” list.
Philanthropy is a priority, but often not at the forefront. In partnership with you and your team, I make sure that sure that your giving plan is established and executed. I’ll do the work to make sure your goals are successfully achieved.
Execution
Measure your impact.
I will work on your behalf to determine the impact of your philanthropic investments by liaising with Executive Leadership of nonprofit organizations to track your gifts, provide reports on project outcomes, and strategize around new opportunities for joint partnership.
Assessment
Keep you and your family aligned and mission-focused.
Giving decisions can be rewarding, but also create hard conversations and differing opinions. I develop relationships with stakeholders of all ages and backgrounds, and ensure effective communication to achieve your desired outcomes.
Facilitation
Join a Nonprofit Board.
Philanthropy can extend beyond monetary donations. I can match you with organizations that fit your philanthropic interests, skills, and vision for your level of involvement. I create connections that lead to meaningful Board leadership positions.