What exactly does Concierge Philanthropy do?

Concierge Philanthropy's services are here.  Because every client is unique, we start with a guided discovery conversation that opens the door to your personal philanthropic journey.  Aligning your passions and values with your philanthropy allows you to catalyze change and maximize  impact on the causes you care most about.

Linking your mission with best practices and research, we create a guide for your philanthropic decisions, a customized philanthropic road map to drive your giving and outcomes.

Concierge Philanthropy  works with individuals, couples, families, foundations and businesses.  Judie Fien-Helfman is a certified 21/64 philanthropic advisor, skilled in working with multiple generations.  Judie believes that philanthropic planning provides a unique opportunity for  families to come together, develop a shared vision, and empower each person to implement the family's goals and initiatives.