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Philanthropic Advising FAQs

1. Who is a philanthropic advisor?

A philanthropic advisor is a specialized consultant dedicated to supporting and optimizing your charitable efforts. We act as your strategic partner to maximize your impact through giving.

We operate distinctly from financial advisors or lawyers who focus on asset growth and legal structuring. Our expertise is purely focused on charitable impact alignment and execution. We bridge the gap between your personal values and the complexities of effective giving, ensuring every dollar contributes meaningfully to your desired societal outcome.

2. What does a philanthropic advisor do?

A philanthropic advisor’s job is to define, align, and implement your charitable ambitions, ensuring your generosity is truly purposeful. Our work focuses on three key objectives:

  • Strategic Planning

    We define clear objectives based on your core values, translate those into actionable, long-term plans, and provide vital insight into core issues and relevant organizations.

  • Charitable Guidance

    We support you through the complexities of wealth stewardship, challenging social issues, and connect you through community engagement.

  • Operational Execution

    We establish a suitable giving vehicle (grants, endowments, etc.) and manage its entire lifecycle. We also provide crucial administrative support for small-staff foundations.

3. Who can benefit from philanthropic advising?

Philanthropic advising is most often sought by these two main groups who share a passion for giving, but whose efforts are often disrupted by a lack of clarity, administration, or trust.

High-Net Worth Individuals

  • Seeking direction on where and how to direct their contributions.

  • Having recently acquired significant wealth and needing to establish a charitable plan.

  • Retiring and focused on leaving a meaningful charitable legacy.

Family Foundations

  • In need of organizational and administrative support.

  • Seeking total grantmaking management.

  • Hoping to realign their philanthropic activities to their mission and goals.

2. How can philanthropic advising elevate my giving?

A philanthropic advisor elevates giving by addressing the critical issues that limit impact. If you relate to any of the common donor challenges below, philanthropic advising is designed for you:

We maximize trust by conducting thorough research and due diligence to vet non-profit partners, and defining measurable impact using clear metrics to ensure accountability for your investments.

We align your passions with vetted organizations and current societal needs, facilitating meaningful community involvement while expertly managing donor relationships and requests.

Are you overwhelmed by where to focus your donations?

Do you need help managing communication and solicitations from charities?

We help to establish the necessary framework for a cohesive strategy, and optimize giving structures for maximum financial efficiency and administrative support.

Do you worry that your charitable donations will not be put to good use?

Do you struggle to determine a charity’s credibility?

35% of donors would give more if they found new ways to engage with philanthropy.

65% of donors would give more if they had greater insight into their giving’s impact.

Do you feel disorganized in your giving approach?

Do you hope to maximize your tax benefit?

75% of donors would give more if they could benefit from greater tax deduction.

Implications

  • Do you worry that your charitable donations will not be put to good use? Do you struggle to determine a charity’s credibility?

    • Implication: 65% of donors would give more if they had greater insight into their giving’s impact.

    • Our Solution: We maximize trust by conducting thorough research and due diligence to vet non-profit partners, and defining measurable impact using clear metrics to ensure accountability for your investments.

  • Are you overwhelmed by where to focus your donations? Do you need help managing communication and solicitations from charities?

    • Implication: 35% of donors would give more if they found new ways to engage with philanthropy.

    • Our Solution: We align your passions with vetted organizations and current societal needs, facilitating meaningful community involvement while expertly managing donor relationships and requests.

  • Do you feel disorganized in your giving approach? Do you hope to maximize your tax benefit?

    • Implication: 75% of donors would give more if they could benefit from greater tax deductions.

    • Our Solution: We help to establish the necessary framework for a cohesive strategy, and optimize giving structures for maximum financial efficiency and administrative support.

Our Solution

Donor Concerns

Ready to turn your donations into real change?

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