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January 31, 2025 What Does an Independent Philanthropic Advisor Do?

Philanthropy has the power to transform lives, communities, and the world. However, as philanthropists navigate the complexities of giving, particularly during times of change or growth, they often discover the need for expert guidance to make their impact as effective and meaningful as possible. This is where a philanthropic advisor comes in. A Partner in […]

January 27, 2025 Why Do You Need a Philanthropic Strategic Plan?

Philanthropy is more than writing a check or making a donation. It’s a deeply personal journey that reflects your values, passions, and vision for change. However, achieving meaningful and lasting impact requires more than good intentions. It calls for a thoughtful, well-crafted philanthropic strategic plan. Giving vehicles are growing at a tremendous rate as well […]

November 14, 2024 Five Years of Grant Philanthropic Advisors: Observations in Philanthropy

In 2019, I had a kernel of an idea to help philanthropists in their strategic decision making. Today, we’ve served dozens of clients and grown to a team of 8 to provide an objective, independent point of view on philanthropy advising. You have been critical in our journey as a firm – thank you! Today, the need […]

July 24, 2024 Making Time to Connect | The Value of Nonprofit Site Visits

Regular connection with the nonprofit community is critical to being an effective philanthropist. One of the most immersive ways to be effective is to conduct site visits at nonprofit organizations. These visits provide a firsthand look at how nonprofits operate, the communities they serve, and the tangible outcomes of their programs.  Site visits can broaden […]

April 10, 2024 Timing is everything | When to engage a philanthropic advisor?

When is the right time to engage a philanthropic advisor to achieve effective and lasting results? You and your family may be exploring estate and tax planning strategies with your advisors. Philanthropy and social impact are likely a part of the conversation. You are asking big questions about legacy planning and how to take care […]

March 21, 2024 Five reasons why you want to engage an independent philanthropic advisor

Why do you want to invest your time working with an independent philanthropic advisor? As the great wealth transfer is taking place, working with an independent philanthropic advisor can help accelerate an effective philanthropic process as assets are changing hands.  Advisors work collaboratively with you and your advising team to reach your collective financial goals. […]