services

My client relationships fall into two main categories.

If you’re focused on the here-and-now, we can get to know each other and discuss your values and philanthropic goals, and I’ll craft you a one-time donation plan to implement them.

Or, I can be an ongoing thought partner and advisor, working with you over time to create, implement, evaluate, and refine an ongoing philanthropic strategy. As necessary, I’ll coordinate with your financial planning advisors, facilitate relationships with the organizations you’re supporting, and more.

Whatever form our relationship takes, I always start with a free intro call to get to know each other and decide how we want to work together. Contact me to schedule your call.