What does your client journey look like?
1
The Philanthropic Values Assessment
A structured assessment of your values, giving history, and charitable interests. This is designed to clarify your philanthropic priorities and develop new ways to make your giving more impactful.
2
Your Philanthropic Mission Statement
Together we craft your personal philanthropic mission statement: a clear, written declaration of your values, the change you want to see in your community, and how you want your generosity to play a part.
3
Nonprofit Research & Recommendations
Guided by your philanthropic mission statement, I introduce you to a carefully vetted set of local and regional organizations whose work aligns with your interests, drawing on relationships built over years in the community.
4
Donor Engagement & Due Diligence
For donors who want to go deeper before making a gift, I can coordinate site visits, facilitate
conversations with nonprofit leadership, and outline opportunities to see the work up close before any commitment is made. This makes the giving experience more personal and moves you from data-informed to genuinely inspired.
5
Stewarding Your Gift
When you're ready to give, I help with drafting donor communications, ensuring gift designations align with your mission statement, and establishing simple ways to stay meaningfully connected to the organizations you support.
Client Engagement
The full engagement is an 8–10 week guided process that moves from clarifying your values to building a giving strategy you can act on with confidence. This includes a Philanthropic Values Assessment, your personal Philanthropic Mission Statement, a vetted Nonprofit Giving Guide, and outlined Strategic Giving Plan.
Who I Work With
Individual Donors
& Families
Have a giving budget and genuine interest in making an impact, but haven't had a structured philanthropic approach.
Family Foundations
Those with grantmaking infrastructure in place but need consistent framework for evaluating requests, aligning grants or communicating your priorities to applicants.
Registered Investment Advisors
Guidance or ongoing advisory support for clients have philanthropic goals that fall outside the scope of financial planning