Do you worry that the money you are donating is not going to the right program, or that the charity does not understand how you want to be recognized?

Would you like assistance with succession planning for your private or family foundation? 

Have you been over-solicited by the same organization and now feel donor fatigue for the mission?

Our Philanthropy Methodology:

• We support you to make an informed giving decision, based on the facts of each charity’s  transparency and accountability. 

• We research and evaluate all options of charitable giving that would be a good fit for your emotional affinity. 

• We assist you to develop your personal giving strategy, with an annual plan for gifting and tracking donations. 

• We evaluate and implement donor agreements, including naming opportunities. 

• We develop a reporting and communication plan as part of your giving relationship agreement, to reduce over-solicitation. 

• We communicate to the selected charity receiving your donation so that they understand your motivation for giving and establish a true connection beyond financial capacity. 

• We provide ongoing support as your liaison with the non-profit, to ensure funds are being spent as agreed. 

• We research and confirm that selected non-profits receiving your donation are following Association of Fundraising Professionals (AFP) guidelines. 

• We coordinate site visits for program assessment. 

• We assess and select appropriate non-profit partnerships that are structured to process Charitable Gift Annuity donations.

• We manage and communicate with Donor Advised Funds, Tax Accountants and Attorneys.

• We assist in non-profit creation for private or family foundations, including filing of paperwork.

• We provide peace of mind that your legacy is being honored, including naming opportunities.