Drawing on my experience as a philanthropic advisor and my popular philanthropy class at Yale, I offer practical, engaging sessions for boards, foundation staff, and professional audiences that help them turn good intentions into a thoughtful approach to philanthropy.  I partner with you to design a session that is customized to the specific needs of your audience.

Examples include:

• Your Next Chapter: How to Use Philanthropy to Create Purpose and Impact

  For moments of transition (retirement, empty nest, business sale), this session helps you reconnect giving to purpose and explore the full spectrum of ways to contribute (time, talent, treasure, and more). 

• Giving in Context: What History Can Teach Us About Philanthropy Today

  Explores how our understanding of philanthropy’s role in civic life has evolved over time—and what lessons today’s donors can draw from that history.

• Approaches to Giving: A Practical Overview

  Offers a tour of giving models (strategic, trust-based, venture) and vehicles (intermediaries, collaboratives, impact investing), with trade-offs and guidance on matching approach to goals, level of involvement, risk tolerance, and whether to fund immediate needs or root causes.