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Our services are tailored to your needs, including:
Engaging multi-generational families in philanthropy; supporting conversations around legacy and purpose
Additional vetting, research, and SWOT analysis of 401(c) (3) organizations (outside the scope of the Impact Roadmap) and gifting opportunities
Monitoring, overseeing, and measuring impact of funding
Liaising and coordinating with advisory team to align philanthropy with financial, tax and estate strategies
Annual evaluation of Impact Roadmap priorities and strategy
Ad hoc philanthropic advising
"Charitable giving has always been important to me. Working with H&H showed me how I could be more impactful and targeted in my gifts. Learning about ways to do this while lowering my tax burden was an added benefit." - Joan, Founder/CEO Emerita, The Cardy Group
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