Philanthropy is Personal
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Whether you are exploring charitable planning for the first time, considering a major gift, evaluating nonprofit organizations, thinking about legacy and planned giving strategies, or seeking a more intentional approach to philanthropy, an initial conversation can help clarify goals, priorities, and potential next steps.
Hagel Philanthropy provides independent philanthropic advisory services designed to help individuals, families, nonprofit organizations, and professional advisors approach charitable planning with greater clarity, strategy, and confidence.
Areas of conversation may include:
• Philanthropic strategy and planning
• Charitable gift structuring
• Donor-Advised Funds and charitable trusts
• Legacy and planned giving
• Nonprofit due diligence and organizational evaluation
• Board and governance advisory
• Planning for donors without heirs
• Family philanthropy discussions
• Major gift strategy
• Broader charitable planning considerations
Every donor, family, organization, and philanthropic situation is different. The purpose of an initial conversation is not to move immediately toward a particular solution, but to better understand your goals, questions, and areas of interest.
Complimentary Exploratory Conversation
Hagel Philanthropy offers an initial exploratory conversation at no charge.
This introductory discussion provides an opportunity to:
• Discuss your philanthropic goals and questions
• Explore whether advisory support may be helpful
• Identify potential planning considerations
• Review areas of charitable interest
• Determine whether there may be value in a longer-term advisory relationship
There is no obligation and no expectation that every conversation leads to ongoing work.
In many situations, individuals simply benefit from having an experienced, independent perspective as they begin thinking through charitable planning, nonprofit evaluation, legacy questions, or strategic giving opportunities.