Advising
Whether you’re making your first gift or planning a generational transition, I provide a bespoke experience tailored to your philanthropic journey. My work is designed to help translate deeply held values into meaningful, measurable impact — creating a clear path toward a giving practice you feel confident and excited about. This may take the form of a focused engagement over several months or an ongoing advisory relationship.
How I can support you:
Define Your Strategy: I help individuals, families, and foundations at inflection points to align on a giving strategy and structure that reflects their values and goals.
Identify Giving Opportunities: I provide sourcing and due diligence to help you identify promising, values-aligned organizations.
Map an Issue Area: I create landscape scans that quickly map an issue area and provide a clear overview of the key organizations and leaders working in the field.