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You are unique and inspiring. We meet you where you are.
You may be new to philanthropy or have decades of experience in giving.
You may be looking back at a life well-lived, assessing your triumphs and challenges, and seeking to make meaningful decisions for the future.
We enable your giving to be focused, adaptable, and deeply aligned with your purpose and financial goals - empowering you to create meaningful impact with confidence and clarity.
“When it looks like the sun ain't gonna shine anymore, God puts a rainbow in the clouds. Each one of us has the possibility, the responsibility, the probability to be the rainbow in the clouds.”
– Maya Angelou
Our clients often begin their journey with us weighing introspective questions.
Is leaving a legacy to future generations something you aspire to do, but it feels daunting to begin?
Is engaging your family and future generations on a variety of levels important to you?
Are you searching for focus, clarity, purpose, and ease in your philanthropy?
Do you grapple with “doing good” with impact and seek a blueprint for action with measurable results?
Have you considered ways of making a significant future charitable gift with little or no negative impact on your heirs?
Even with the advice of your expert financial team, do you feel stuck when it comes to taking the next steps on your philanthropic journey?
As you look back on your life, have you given your time and treasure in a way that fills your heart and soul?
Through a highly personalized discovery process, we explore your lived experience, values, and motivations. We bring focus to your vision for the impact you want to have on the world.
Together let's weave your dreams and aspirations with your strategic and financial goals to create philanthropy that is highly impactful and fulfilling.
A donor’s journey can have a ripple effect on multiple generations of their family, on the organizations they partner with, and ultimately on every cause and community they support over a lifetime of giving.
Next Gen Donor Learning, April 2022
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