Our Services
Philanthropy is most effective when it is intentional, disciplined, and aligned with what matters most.
At Hagel Philanthropy, we work with individuals, families, and nonprofit leaders who want to approach giving with clarity and purpose. Our services are designed to bring structure to generosity, helping you make informed decisions, evaluate opportunities, and create lasting impact.
We begin with a discovery process to understand your goals and values, then provide ongoing advisory support tailored to your needs. We are independent and serve only your interests.
We serve as an independent advisor, providing experienced, objective guidance grounded in decades of nonprofit leadership and board engagement. We will work closely with your other advisors to ensure that your philantropic plans are in consonance with your other financial and estate planning.
Service Areas
Philanthropic Strategy and Planning
From reactive giving to intentional strategy
-
Identifying core areas of focus
-
Establishing giving priorities and timelines
-
Structuring annual and multi-year giving plans
-
Aligning philanthropic goals with financial and legacy planning
Outcome: A thoughtful, cohesive approach to giving. More...
Due Diligence & Nonprofit Evaluation
Give with confidence
-
Review of IRS Form 990 filings and financial trends
-
Assessment of leadership and governance
-
Evaluation of program effectiveness
-
Identification of risks
Outcome: Confidence in where your contributions go. More...
Gift Strategy & Structuring
Maximize both impact and efficiency
-
Use of appreciated assets
-
Timing of gifts for tax efficiency
-
Donor-Advised Funds and charitable accounts
-
Charitable trusts and blended strategies
Outcome: Financially efficient and impactful giving. More...
Legacy & Planned Giving Advisory
Extend your values beyond your lifetime
-
Charitable bequests and estate strategies
-
Creation of endowed funds
-
Planning for individuals without heirs
-
Integration with estate plans
Outcome: A durable legacy plan. More...
Board & Governance Advisory
Stronger boards for family and private foundations. Better decisions.
-
Financial and operational review
-
Governance assessment
-
Risk identification
-
Strategic input on funding
Outcome: Stronger institutional performance. More...
Independent Advisory for Major Gifts
A partner on your side of the table
-
Evaluation of large gift opportunities
-
Second-opinion analysis
-
Support in donor conversations
-
Alignment with overall strategy
Outcome: Confidence in major decisions. More...
