Customized Giving – Developing Your Strategy, Philanthropic Road Map and Impact

Primary tabs

  • Create a Charitable Giving Profile as a starting point for your personal philanthropic road map
  • Research and identify targeted strategies, projects and/or organizations that reflect your philanthropic mission
  • Identify best practices in philanthropic fields of interest
  • Undertake  non-profit due diligence by vetting and assessing potential grantees
  • Define timeline, budget and impact desired from your contribution
  • Locate learning and volunteer opportunities for you or your family to grow philanthropically