Facilitate Philanthropic Investments

If you want to make gift-giving less cumbersome and more impactful, we can help. We will work to understand your values and mission, and align your goals with organizations of interest. Helping to facilitate charitable giving can be done throughout the calendar year or in a concentrated session to develop a strategic year-long giving plan. We will gather information from nonprofit organizations through intentional conversations with leadership to present you with well-aligned fits for your philanthropic investments. As a part of our due diligence, we ask deliberate questions of organizations on the impact your gift is having and how well the money is stewarded so the outcomes you are generating are presented quarterly in a streamlined way. Lastly, we will maintain privacy for you and your family while we handle all of the communication and maintain relevant documents, including electronic gift acknowledgment records, for your tax purposes.