Practical thinking on philanthropy, values, and how wealth can work as a genuine force for good.
Who is advocating for your values at the wealth planning table? Most advisors on the giving conversation have an affiliation. Here is why that matters, and what the right seat looks like.
A donor said the scholarship was not what changed her life. The field trips were. How the right conversation turns “education” into a giving plan that actually fits.
One of the most common patterns I see in philanthropy is not a lack of generosity, but a lack of intention. Strategic philanthropy begins earlier than nonprofit selection. It begins with values.
Year-end is a meaningful moment for nonprofits and donors alike. A values-based checklist to review your impact, clarify your goals, assess capacity, and build a meaningful philanthropic plan.
When sophisticated donors are overwhelmed by competing requests, the answer isn’t to give less. It’s to give smarter. Here’s how to build a giving framework that brings clarity and confidence.
Trust in institutions is at a historic low. But research shows that engaged giving and volunteering can rebuild it, one community at a time.
Most people manage their investments with care and intention. So why do so many donors treat philanthropy as an afterthought? The case for bringing strategy to your giving.
With $84 trillion transferring between generations by 2045, how you direct your wealth matters. Your legacy extends beyond your family. It’s a reflection of everything you stand for.
Start with a 10-minute giving profile and receive a personalized snapshot of where your philanthropy could go.