Personal Giving Impact Plan

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.

Charitable Foundation Set-up | Revive | Expand

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.

Corporate Philanthropy Strategy and Employee Engagement

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.