Giving that Reflects Your Values
You’ve done the hard part. The documents are drafted, and the estate plan is almost off your to-do list. Then your advisor asks, “Are there any organizations you’d like to support with your philanthropy?”
Of course there are. But how?
That’s where we come in. We partner with you to build a giving strategy that reflects your values and the impact you hope to leave behind. Sometimes that means working directly with the nonprofits you care about. Sometimes it means keeping things a little closer to home. Either way, you’ll have a clear plan to get there.
What we work on together
Giving Guide - Get clarity on where you are, where you want to go, and how you might get there. We start with your values and the change you want to see, then narrow the field to the causes, organizations, and giving amounts that fit. You come away knowing where you’re giving, why, and what happens next.
Anonymous Inquiry - Ask the hard questions without revealing who’s asking. We approach organizations on your behalf to learn how they operate, what they need, and how a gift would be used. You get honest answers and the freedom to decide whether to step forward or walk away.
Legacy Giving Plan - Turn your charitable intent into something your advisors can put into your documents. We come along side you as you work with your attorney, CPA or financial advisor to help match your goals with the right giving approach. Your advisors keep handling the legal, tax, and account details and you walk in knowing what you want.