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We setup 2 sessions.
First
Intake sessions to uncover the family’s legacy goals, core values, interest, and geographic preferences. Even if you already have a preferred charity, this process helps you provide them even more help. This can generally be performed in a two 30-45 minute sessions.
We get curious together, imagine giving possibilities, experience more options than you thought possible, and craft your individualized philanthropy that may evolve over time. We use the Johns Hopkins Life design model to align who you are, your values and what you do into a coherent strategy and match you with effective and coherent nonprofits. We can do one exercise or a few.
Some donors base their giving on mailings, a friend’s recommendation or something they have been giving to for years without truly understanding the nonprofits internal effectiveness and how with some guidance could extend their philanthropic legacy further.
I can also help facilitate family meetings where you bring children or grandchildren into the conversation to design a shared family legacy.
Second
This is where things get exciting. I take our discovery session information and produce several matches for your consideration. I perform deep due diligence on all matches that align. You will receive a curated easy to read profiles of thoroughly vetted organizations that match what matters most to you. If you prefer, I can also do a deep due diligence analysis of your preferred charitable organization as well. You can see a sample of the curated reports.
If you want to find a nonprofit that maximizes your donation, and fits your values, and or explore new options, this is the service for you.
I can also serve as your concierge philanthropic advisor creating bespoke matches. I act much like a financial advisor, however I maximize your philanthropic dollars and social impact. This is highly customizable.
Third
Provide strategies based on the first two
We setup 2 sessions.
First
Intake sessions to uncover the family’s legacy goals, core values, interest, and geographic preferences. Even if you already have a preferred charity, this process helps you provide them even more help. This can generally be performed in a two 30-45 minute sessions.
We get curious together, imagine giving possibilities, experience more options than you thought possible, and craft your individualized philanthropy that may evolve over time. We use the Johns Hopkins Life design model to align who you are, your values and what you do into a coherent strategy and match you with effective and coherent nonprofits. We can do one exercise or a few.
Some donors base their giving on mailings, a friend’s recommendation or something they have been giving to for years without truly understanding the nonprofits internal effectiveness and how with some guidance could extend their philanthropic legacy further.
I can also help facilitate family meetings where you bring children or grandchildren into the conversation to design a shared family legacy.
Second
This is where things get exciting. I take our discovery session information and produce several matches for your consideration. I perform deep due diligence on all matches that align. You will receive a curated easy to read profiles of thoroughly vetted organizations that match what matters most to you. If you prefer, I can also do a deep due diligence analysis of your preferred charitable organization as well. You can see a sample of the curated reports.
If you want to find a nonprofit that maximizes your donation, and fits your values, and or explore new options, this is the service for you.
I can also serve as your concierge philanthropic advisor creating bespoke matches. I act much like a financial advisor, however I maximize your philanthropic dollars and social impact. This is highly customizable.
Third
Provide strategies based on the first two