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The Impact Roadmap is a highly personalized discovery and planning process that helps individuals and families bring clarity, intention, and alignment to their philanthropy.
It’s where who you are and what you care about inform how you give.
The Why
Through thoughtful, open-ended conversations, we’ll explore your life experiences, values, and aspirations, uncovering moments and motivations that have shaped you. The rich stories and vision that emerge are distilled to their essence to articulate the why of your giving, aligning passion with purpose to ensure giving that is intentional, impactful, and enduring.
Curating the most conducive environment for discovery is vital to the process, therefore conversations with you, your family members, and other key players will be held in person whenever feasible.
We confer with your advisory team (financial planning, tax and legal) to incorporate milestones and critical elements of your financial, tax, and estate plans. The process includes a profile of all proposed funding organizations informed by an initial screening.
The How
The Impact Roadmap outlines key components such as suggested timeframes, funding ranges, gifting vehicles, and success indicators, to ensure that your gift is employed in the most impactful manner possible.
Crucially, a clearly defined philanthropic vision empowers you to graciously decline requests that fall outside your priorities, focusing your resources on the opportunities that matter most to you.
The Impact Roadmap is a map for action - for you and your advisors - designed to simplify your giving and keep it aligned and impactful over time. End to end, the complete process typically lasts 8-10 weeks.
Additional services, such as in-depth organizational research and analysis, site visits, and intermediation, are available.
We are guided by two core tenants:
1
The most enduring and impactful philanthropy doesn’t arise from “Either/Or” thinking - it comes from creating powerful points of intersection between.
2
The broader your philanthropic focus is, the more diluted it becomes.
Focus is key to impactful giving. We instill this thinking into all our client interactions.
"Chad and Jay created just the right environment for my wife and me to figure out where and how we wanted to make an impact with our giving. We're excited about the choices that have come from our work with them and we now have a clearer picture of our future giving as we integrate it with our overall financial planning." - John and Deborah, Sarasota, Florida
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