Philosophy

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Concierge Philanthropy provides personal, donor focused advising services to individuals, families, multiple generations, donor advised funds, foundations, and businesses. We maximize every aspect of your philanthropy; including crafting a mission statement, managing grants, identifying your ideal charitable investment, and defining the impact of your gift. 

Recognizing every charitable journey and client is unique, we customize each client's charitable giving through a well-researched, strategic approach derived from your interests, and our decades of experience and hands on management in the non-profit and philanthropic arenas. What is a typical client profile?

You are committed to giving wisely. You are passionate about issues and change.  You aspire to be more deliberate in linking your passions, interests and values to your philanthropy. You desire a personal road map that directs your philanthropic giving, based on strategies and results, developed with Concierge Philanthropy.

Our style is professional, warm and authentic. We listen closely to your story and adapt our tools and expertise to incorporate its themes into a customized giving plan.  Together, we write your philanthropic journey, creating a destination that connects your personal philanthropy with your passion, values, interests, community needs and results.

 Concierge Philanthropy helps you make a bigger difference, a greater impact to the causes you care about.

 

Our Values

Concierge Philanthropy was founded to help you actualize your philanthropic dreams and create results.  Seven key characteristics guide our services to ensure the forging of a successful client relationship and the creation of your personal, philanthropic road map.

  • Innovation 
  • Excellence
  • Collaboration
  • Respect 
  • Trust 
  • Transparency
  • Client Focused

 

Our Fees

Our customized services are tailored to your specific style and needs and are calculated on an hourly estimate, based on the time and resources needed to provide  your desired level of deliverables and outcomes. We are willing to discuss a flat rate for our guided discovery service, which is the foundation of your personal philanthropic road map.

 

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