Intentional giving can be difficult. Smaller charities may not have the procedures in place to realize the donor’s intent, while larger organizations will may you interfacing with professional fundraisers which can feel like you’re on the wrong side of informational asymmetry.

Some giving strategies, such as those through family foundations, come with tight regulations and burdensome filing requirements. Giving can be complicated, but it should never be daunting, nor should it or lead to a dispiriting or disappointing outcome. We specialize in helping clients find the right strategy for their philanthropic goals.

Keep an eye out for our free upcoming guide on becoming a philanthropist. It will cover all you need to know to get started on this exciting and rewarding path, and cover recent developments that could show up ways to improve an existing giving strategy. You can also sign up to be notified when it’s available (I won’t use your email for anything else).

Need help sooner? Reach out for a free consultation.