While “giving” is often reactive, philanthropy is the strategic pursuit of the “love of humanity”, as translated from its Ancient Greek roots. Philanthropy is an intentional, growth-oriented mindset that seeks to address the root causes of societal issues rather than just treating the symptoms. People engage with philanthropy as a way to solve problems, to align with personal values, and to support causes they care about.

Philanthropy can be overwhelming and there are no shortage or worthy causes or organizations. A philanthropic advisor can help you identify what is important to you, what you want to support, and how to do it. Working with a trusted partner like a philanthropic advisor allows you to truly maximize the impact of your resources. 

Many people may be good candidates to work with a philanthropic advisor, including: 

• High-Net-Worth Individuals: Someone who has sold a business, inherited wealth, and/or generated wealth and is looking to approach philanthropy in a thoughtful and organized manner may hire an advisor. 

• Generational Transitions: A family may hire an advisor to help children take over a family foundation or portfolio of giving and incorporate their own values.
• Strategy Refinement: A seasoned donor may work with an advisor to pursue a new philanthropic strategy.

We simplify the complexities of giving by focusing on these key questions: 

• Why: What personal experiences or values drive your desire to give?
• What: How do these experiences and values translate to problems that you seek to solve or issues that interest you? 
• How much: We help you find the “comfort zone” where your generosity meets your financial goals?
• How: A cohesive philanthropic strategy often involves making decisions and engaging stakeholders which can feel overwhelming. We’ll bring together the people who can help you decide which path is right for you. They can include attorneys, advisors, and planners who help advise on the best vehicle for giving. They can also include the executive directors, program directors, and development staff of organizations who are doing the critical work on the issues you care about.

Once we have identified your passions, we work together to set long-term charitable objectives. Next we research nonprofits, perform due diligence, begin to give, and then measure effectiveness to ensure your funds create significant change.

Working with Stephanie is a supportive, conversational, and highly confidential partnership. We develop a rhythm and cadence that respects your schedule while maintaining the momentum your legacy deserves.

Please reach out directly to Stephanie for a personal and confidential conversation.