Embedded Files
How We Serve Your Clients
We enable your client’s philanthropy to be focused, adaptable, and deeply aligned with both their purpose and financial goals - empowering them to create meaningful impact with confidence and clarity.
Our process engages clients in deep personal discovery - uncovering their values, motivations, and vision for the impact they would like to have on the world.
We align that vision with their existing financial plan, cash events, timelines, and wealth transfer as defined by their advisory team.
The result is a bespoke Impact Roadmap that articulates their giving values and motivations and how they are achieved through a flexible framework of proposed timeframes, organizations, funding ranges, and giving vehicles.
"Financial advisory firms incorporating charitable planning into their practices have more assets under management, stronger organic growth, larger share of wallet, and a more loyal and trusting clientele."
- ThinkAdvisor
Our work with high-capacity individuals, families, and foundations – many of whom are navigating major life milestones and are seeking to make significant and sustained philanthropic impact - is predicated on transparent and symbiotic work with their full advisory team.
We work with your clients to dream boldly, align their funding with their values and visions, and maximize their impact. We bring decades of experience in the art of deep listening, appreciative inquiry, and one-on-one coaching. Our strengths are discernment, reflection, and strategy. We focus on the "why".
You – the team of experts in financial, legal, tax, and estate planning – bring a wide range of essential skills and knowledge. You are stewards of the “science” of the client’s plan - the mechanics and logistics. Our work provides, for the client and for the advisory team, clarity as to how, when, where, and how much they want to give charitably. We focus on the “heart” and the “art” of their planning.
What Differentiates H&H
Unlike others who engage in this work, we are solely driven by finding the best fit for our clients’ giving decisions and are not selling products, partnering with predetermined nonprofit partners, or promoting our personal values and passions.
Though trained in the emerging sphere of Philanthropic Advising and well-versed in charitable giving vehicles and strategy, our goal is to bring purpose to their philanthropy and to weave that into their overall financial planning. We believe that your clients will have a greater overall confidence in all their planning when they feel empowered and enthused by their philanthropy. The success of their future giving relies on clarity and seamless integration into their holistic planning.
The CAP® credential is for financial and nonprofit professionals focused on the best strategies for philanthropic planning. In addition to mastering the financial details involved in different forms of charitable giving, CAP® designees gain critical interpersonal skills needed to guide clients and donors from philanthropic aspiration to positive social impact.
Report abuse