We help you discern the causes and issues you care about, what you want to accomplish with your giving, and then put together a solid philanthropic base to build your future giving on. We can also plan exposure visits and guided trips to help you learn about issues or geographies you find of interest or want to engage in more deeply. These trips help engage your family, inform your giving decisions and strategy, and are fun ways to cultivate joy in the giving journey.
We help you make informed, wise giving decisions to “best in class” organizations that are doing quality work by performing research and analysis on issue areas, geographic areas, and/or organizations. We then use that research and analysis to create a process and provide tools that will enable you to give more confidently and make a bigger impact while bringing more ease to the process.
We work with you to develop a customized action plan for engaging your family and/or circle of influence in your giving. The plan will include goals, timelines, and intended outcomes that will encourage others to get involved and experience the joy of giving.
If you desire to formulate a plan for your and/or your family’s giving and make a bigger impact, we can help you discern the causes and organizations that light up your heart and then deploy your resources to make the impact you want and bring you joy along the way.
If you have a charitable foundation but haven’t put together your values/vision/mission or set your focus areas, we can help you craft those important cornerstones that will enable your foundation to make an impact for years to come.
If you have been giving through your foundation for some time but aren’t making the impact you’d like or getting joy from your giving, we can help you revive your original intent, find best in class organizations to fund, put structures in place to ensure grantee accountability, and bring back the joy and excitement you felt when you started your foundation.
If it’s time to get the next generation involved with your family foundation, we can train them in how to know whether an organization is the best one to fund (due diligence), engage them as junior board members, and create fun ways for you to give as a family that will bring family unity, joy, and impact on your community and the world.
If your company is ready to get more intentional about making a difference, we can help you discern the causes that make sense to support, encourage employee involvement that will improve recruitment and retention, and enable you to gain positive public relations all while making a difference in your community and the world.
We are so grateful for the day we met Heather. Our heart to live generously intersected perfectly with Heather's professional, administrative, and strategic gifts. She found ways to leverage our hopes and multiply the outcomes. The depth and breadth of our giving would never have been anywhere near as impactful without Heather, and we are grateful for the years she spent with us on our generosity journey.
In the many years I worked with Heather, I consistently witnessed the highest level of integrity and commitment in all aspects of her involvement with our philanthropy. Heather is a creative thinker, who can handle complex projects and maximize impact. She is gifted at summarizing a multifaceted meeting by consolidating the most important ideas into action items and a strategic plan to move forward that will benefit whatever cause is at hand. Heather is a superstar, with a heart of gold, who will leave an imprint of goodness upon your life.
Heather was instrumental in our philanthropic discovery process by taking us on a "heart tour" that greatly influenced our thinking about generosity and which organizations to get involved with. She is thoughtful, caring, and a proactive advocate in this life-changing journey of generosity.
Heather's work has made a significant difference to our foundation. She helped us be more organized, focused on the causes we care about, and streamlined in our grant making processes. She has the ability to improve any weaknesses, amplify strengths, and she gets stuff done! I would highly recommend her.
Heather was featured on the
WOW Factor Podcast to talk about how generosity can change everything in our lives.
Heather joined John Christianson
on his Wealth Confidant podcast
to talk about generosity.
Heather was chosen to be one of
425 Magazine’s 2017 Women to Watch,
and put her money behind her message.