Boost your social impact without spending more

We discuss what matters most to you. Are you looking to make more impact for your favorite charity or discover new highly effective nonprofits, vetted nonprofits that need to fund a critical gap in programming where your gift will make a noticeable difference, want to discuss a more detailed long-term plan and integrate with your financial advisor? Want to extend your giving for years to come?

This is service is about discovery and ways I can develop a coherent philanthropy plan based on you.

There are many simple impact and giving enhancing strategies to discuss based on your specific needs and interests

Get curious, imagine new possibilities, explore more, and put your plan into action.

We learn what matters most to you and give you curated options.

We use a combination of data-driven traditional analysis for due-diligence and an in-depth scoring system to match your values to highly effective nonprofits.

We offer a way to be coherent so that we can authentically match you with effective nonprofits and encourage a long-term relationships.

Get matched to a charity based on your preferences and not by chance. Maximize your dollar by extending your giving AND matched with nonprofits that are optimized to compound your impact.

disclaimer about scoring and matching

There are higher social returns on impact (SROI) depending on what your funds are used for. Are you closing a gap in service, funding a new catalyst for change, finishing a key community project, or developing a new service that could be scaled to other communities? These factors can increase your value of your donation.

Boost your philanthropy giving without spending more is possible. Donor use tax-advantaged approaches regardless if you itemize or not.

In the nonprofit world, nonprofits are in an unending cycle to fund their social impact, which ironically causes inefficiency, higher overhead and lower impact. You can be the difference.

Discover how you can make your nonprofit inefficiencies to maximize social impact without spending more.

Concierge services at its best. Explore personalized options.

I can work with your financial advisor.

We can look at options to name your children as successors to your DAF account and they can participate in the selection.

"Like a financial advisor builds a portfolio to optimize your wealth, I use a structured Life Design framework to optimize your impact. I combine this with a scoring model to vet nonprofit health, ensuring your donation goes to resilient organizations that actually compound change."

Do you want to be creative? Put me on a retainer to assist you or your selected nonprofit. Perhaps they are missing a DAF service, or do not allow matching funds. I can use the hours in the retainer to help them achieve higher capacity or work with you through out the year in other philanthropy