

Begin with ease, clarity, and thoughtful reflection

Define your philanthropic values, vision, and goals


Identify organizations and movements that align with your values

Determine family members, professional advisors, and peer networks who will support your goals


Identify financial and volunteer resources you wish to dedicate to your passions

Structure your personal giving plan in a way that matches your ideal approach


Receive customized reports illustrating the difference your gifts are making

Track your giving and engagement over time


Join curated events to understand your impact

Deepen relationships with peers and movement leaders


Connect with other changemakers in curated conversations, on retreats, and in educational sessions

Make giving fun with celebrations and experiential trips


The journey toward truly impactful, rewarding philanthropy comes in stages. We’ll use an approach I developed to identify where you are in your journey and then map out how to achieve your vision of giving.
Ellie
Philanthropist and community advocate
Ellie
Philanthropist and community advocate
Awareness
+Appreciation
+Aspiration
+Action
+Curious to learn more? Send me a note! I will listen to you, offer some initial guidance, and if you want to go further, we’ll figure out our next steps together.