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 […]

What is a Learning Journey? A learning journey is a series of intentionally planned experiences with thought leaders in the field of philanthropy. It is more than just going on site visits. You may want to go deeper in understanding your role as an effective funder in a specific area. How can you work smarter […]

In a world that often prioritizes individual success, the concept of family legacy and philanthropy stands as a beacon of inspiration. By embracing philanthropy as a core element of their legacy, families can create a ripple effect of positive change that spans generations. Spending time to define what your legacy is and means to you […]

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 […]

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. […]