We view generosity and giving as much more than a routine financial transaction. It’s a meaningful opportunity to create a lasting impact in the lives of others. We help our clients discern the type of issues or causes they want to support, how to achieve their generosity goals, how involved they want to be with their supported causes, and even the structure and cadence of giving.
Separate from financial generosity, we also evaluate relational generosity. This includes the family’s reputation in their community, employee engagement, and their personal brand in their circles of influence, including heirs.
- Family impact plan
- Vision for giving
- Reputation