“Philanthropy, charity, giving voluntarily and freely… call it what you like, but it is truly a jewel of an American tradition.”

— John F. Kennedy

Why Use A Philanthropic Advisor?

Having a thoughtful giving strategy is harder than it seems.  With a wide world of worthy causes, how does a donor decide which are the worthiest, how much to give and over what length of time?  A philanthropic advisor can assist donors by researching and evaluating those organizations most aligned with their values, and supporting them in developing a tailored, proactive plan for their giving.


For those donors who seek to understand charitable impact, a philanthropic advisor can help monitor the impact of their giving, follow up with not-for-profit staff and analyze grant reports to help determine if a donor’s objectives are being met. 

Specifically, philanthropic advising may benefit donors who:

  • Want to begin shaping their legacy and contribution to the world.
  • Want in-depth knowledge about an issue/cause/organization and deeper involvement in the giving process.
  • Seek to understand the impact of their philanthropic investments.
  • Have limited time to do the research and planning needed for thoughtful philanthropy.
  • Want guidance in designing and managing legacy gifts.
  • Seek to involve family members in philanthropy in a meaningful way.