Business & Wealth Advisors

Wealth Advisors & Membership Associations

Because our expertise and focus lies strictly in strategic, high impact philanthropy – and not the management of wealth or estate planning – we can help you and your clients design and implement their philanthropic vision in concert with their existing financial planning goals.
If you are a professional association, a membership organization, or a social club seeking advisory services for you and your members, we can help you internally create a learning mechanism to support the organization’s philanthropic dreams, or work one-on-one with members around their personal giving.

Small Business & Corporations

Whether you’re attempting to integrate a culture of giving into a well established company, or a startup who wants to launch your brand with a social good strategy, we can help you assess, create and implement a giving and/or corporate engagement program within your company. We will help your company unlock the advantages that employee engagement has on your bottom line, as well as unlock the potential to deeply your customer base beyond the purchase.