The Problem:
Many philanthropic efforts are well-intentioned but lack a clear through-line. Giving decisions are often reactive—driven by requests, relationships, or moments in time—rather than a shared vision of impact. Values may be deeply held, but remain implicit, making it difficult to explain or defend decisions.
How It’s Solved:
I help donors clearly articulate and organize their philanthropic values to guide giving with intention.
What You Leave With:
A documented philanthropic vision
Clarified values and funding priorities
A shared decision-making framework
Alignment across family members or advisors
Cost: $3,500
The Problem:
Many philanthropic efforts are well-intentioned but lack a clear through-line. Giving decisions are often reactive—driven by requests, relationships, or moments in time—rather than a shared vision of impact. Values may be deeply held, but remain implicit, making it difficult to explain or defend decisions.
How It’s Solved:
I help donors clearly articulate and organize their philanthropic values to guide giving with intention.
What You Leave With:
A documented philanthropic vision
Clarified values and funding priorities
A shared decision-making framework
Alignment across family members or advisors
Cost: $3,500
