Charitable Giving

We help guide you on your philanthropic journey, providing both valuable perspective and a sharpened, intentional process so you can support the charities and causes that matter most to you. By cultivating your charitable giving mission and strategy, you can lead with your heart while maximizing real-world positive impact.

Our Process

 
Discovery
 

Discovery

  • Discuss past giving history and future giving goals
  • Determine values and intended impact
  • Review level of interest in philanthropic causes
Charitable Giving Mission Statement
 

Charitable Giving Mission Statement

  • Develop roadmap to guide intentional future giving
  • Identify causes you care about most
  • Propose solutions to issues important to you
Grant Application
 

Grant Application

  • Establish disciplined framework to compare merits of various charitable organizations
  • Review grant applications from charities to assess alignment with mission statement
  • Prioritize charities where grants will have significant impact
 
 
Due Diligence
 

Due Diligence

  • Evaluate annual reports and financials of specific charities
  • Coordinate and lead calls with potential recipient charities
  • Perform landscape analysis for various causes
Budgeting
 

Budgeting

  • Develop budget for annual donations
  • Advise on size of grants to specific charities
Monitoring Impact
 

Monitoring Impact

  • Engage with selected charities on a regular basis for updates on current projects and initiatives
  • Recommend appropriate finetuning for multiyear charitable giving plan
  • Analyze and track impact of charitable giving over time