Tailored Strategies for Meaningful Giving
Every philanthropic journey is unique.
We take the time to understand your values, passions, and goals, and create personalized strategies that align with your vision.
Whether you are interested in supporting local communities, enhancing education, protecting the environment, or advancing healthcare, we work with you to identify the most impactful avenues for your generosity.
Navigating the world of philanthropy can be overwhelming, but having a philanthropic advisor by your side makes all the difference.
The Approach
In-depth Research: We identify and vet non-profits that align with your values, ensuring they are transparent, impactful, and financially sound.
Seamless Intermediary: We act as your liaison, handling all communications and administrative details with non-profits, so you can focus on the bigger picture.
Strategic Public Relations: We help you craft and share your philanthropic story, building a legacy and inspiring others through thoughtful PR.
Comprehensive Strategy: We create a clear roadmap for your giving, helping you define your mission and measure the impact of your contributions.
Philanthropic Strategy Development
Defining Values and Vision: We work closely with next-generation philanthropists to help them define their core values and articulate a personal vision for their giving. This ensures their philanthropic strategy is a meaningful reflection of their identity, separate from family traditions.
Modern Approaches to Impact: We help NextGen clients navigate the evolving landscape of philanthropy, exploring innovative giving models and a variety of vehicles—from impact investing to social enterprises—that align with their passion for creating measurable, sustainable change.
NextGen Planning
Non-Profit Advisory Board Matching
Using the same rigorous approach as our Philanthropic Strategy, we help you identify, vet, and recommend the ideal non-profit advisory boards. We'll connect you with organizations where your skills and passion can have the greatest impact, ensuring your board service is meaningful and effective.
Our educational presentations on philanthropy advising offer a clear, engaging, and actionable guide to strategic giving. We cover everything from identifying philanthropic goals to understanding different giving vehicles, helping professionals and their clients navigate the world of philanthropy with confidence and purpose.