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 […]

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. […]