wise giving - Consulting to Philanthropists and Nonprofits
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Congratulations.
You've done well
and now you want to do good.

We're at our finest when we act compassionately, and I commend you for making the decision to give.

If you haven't already discovered it, you'll quickly find that the world of philanthropy has a culture all its own. While many norms and practices are similar to those of the for-profit world, many are different.

Your giving will require much more than just the traditional elements of financial management, grant administration, and an understanding of nonprofit practices and law.

To be truly fulfilling, your giving needs to be enjoyable and meaningful for you, and so well-crafted that you will see the impact of your energy and gifts over time.

I can help. I bring proven experience from both the private and nonprofit sectors and a versatility that enables me to help you at every step along the way. Most importantly, I am passionate about helping you transform your compassion into meaningful action.

Customized Services for Donors and Foundations

My services are available on a personalized, confidential basis, one that is easily tailored to your specific needs and requirements. For example, I can help you:

  • Define your vision and mission, and create a strategic plan for your giving. This includes: identifying the most promising opportunities within your areas of interest, developing selection criteria, making grants, monitoring progress, and assessing results.
  • Manage external communications, from preparing and distributing press releases and annual reports to creating your web presence.
  • Network with other philanthropists who share your interests.
  • Find and work with the right attorneys and accountants so that your donations comply with state and federal regulations.
  • Establish and maintain an advisory or governing board that is as involved as you want.
  • Plan and manage special events.