Independent Advisor for Major Gifts
Thoughtful Perspective for Meaningful Giving Decisions
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Significant charitable gifts often involve more than generosity alone. They may include questions about organizational effectiveness, philanthropic priorities, tax considerations, legacy goals, family dynamics, or long-term impact...
Clarifying Philanthropic Goals
• Identify charitable priorities and values
• Evaluate timing and structure of giving
• Align philanthropy with broader legacy goals
• Organize giving strategies over time
Evaluating Charitable Opportunities
• Review nonprofit financial information and Form 990 filings
• Assess governance and leadership
• Evaluate organizational stability
• Identify potential risks or concerns
Structuring Significant Gifts
• Appreciated securities and assets
• Donor-Advised Funds (DAFs)
• Charitable Gift Annuities (CGAs)
• Charitable Remainder Trusts (CRTs)
• Multi-year giving strategies
Working Alongside Trusted Advisors
• Financial advisors
• Estate planning attorneys
• CPAs and tax professionals
• Wealth advisors and family offices
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Outcome: More informed, confident, and intentional giving decisions.
Our goal is to help donors make charitable decisions that reflect their values, support meaningful outcomes, and align with broader financial and legacy priorities.