Giving away money should be easy.  There are thousands of non-profits doing good work. One of the 5 myths about charitable giving (Ken Stern, Washington Post) is that "it is easy to find a good charity to support."  Concierge Philanthropy knows it can be enormously difficult and time consuming to undertake good due diligence on a charity or its programs.  Not only is there considerable confusion among charities, there is little information on a group's effectiveness, despite rankings provided by BBB, Charity Navigator and Guidestar.  The mutual fund industry employs 259,000 people to help investors make good investment choices. But there are fewer than 100 people nationwide who have the professional expertise to help the giving public make wise donations.  So what is a conscientious donor to do?  

Concierge Philanthropy brings over 35 years of professional, hands-on experience in the non-profit and philanthropic worlds.  We identify your philanthropic goals through the prism of your values and passions. Together we develop a strategic philanthropic road map that directs your giving and effectively achieves your envisioned impact.  Concierge Philanthropy is a philanthropic resource for donors who want to catalyze change, meet community needs, and achieve measurable results.

Concierge Philanthropy is completely donor-focused.  Our only goal is to ensure that your philanthropy accomplishes your goals. We will never steer you towards a specific issue you have not identified.  We do not advise other non-profits or work with organizations seeking grants.  Concierge Philanthropy is neutral and conflict-free, which ensures your customized philanthropic road map truly reflects the integration of your values and interests.

We work collaboratively with your advisors; joining your team to provide customized philanthropic planning services.  Concierge Philanthropy does not manage assets, nor do we provide legal or financial advice. Our partnership with your advisors provides an integrated focus to your charitable giving.

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.

• Discover and refine your philanthropic vision, interests and goals
• Create a Charitable Giving Profile that analyzes your current and past giving
• Identify issues that match you/your family's interests, values and concerns
• Incorporate best practices into your giving plan
• Assess a non-profit's capability to successfully use and implement your gift
• Develop a strategic philanthropic road map that optimizes giving results
• Forge and maintain relationships with your organizations you support
• Create and manage grants; RFPs, applications, review and evaluation
• Develop evaluation measures and timetables
• Develop new, innovative programs and/or collaborative giving opportunities
• Help you and your family expand your philanthropic knowledge or involvement

Concierge Philanthropy works with individuals, couples, families, multiple generations, donor advised funds, foundations and businesses that desire a well researched, strategic philanthropic plan.  Our ideal client desires to maximize the impact of their charitable giving and incorporate their values and interests. Integrating these personal characteristics, creates an individualized and strategic road map to guide your giving.  Together we shape your philanthropic voice, refine and clarify your goals, and identify projects that generate results.

Most information will be derived primarily from our conversations and meetings.  If you desire to have a personal Charitable Giving Profile created, this requires that you outline your current and past giving, which then enables comparison and incorporation into your philanthropic road map.

Each service offered has stated, clear deliverables.  The primary goal is to generate a strategic, customized philanthropic road map to direct your giving and provide maximum impact on the issues your care most about. Your personal philanthropic plan crystallizes a clear vision of how your giving can be a catalyst for the social change and outcomes you desire to achieve.  For more detail on each deliverable, please see our services.

Concierge Philanthropy has over 35 years of professional philanthropic and executive management experience in the non-profit world. Our experience spans strategic planning, grants management and evaluation, donor stewardship, innovative program development, community and capacity building, fostering collaboration and service networks. Concierge Philanthropy's work is predicated on outcomes and achieving measurable results with philanthropic dollars  

Judie Fien-Helfman has stewarded and invested 20 million dollars annually, here and around the world, for a major non-profit organization, and has worked with countless other foundations, donors, and local governments on identifying unmet needs, program development, networking and collaboration. She is a certified 2164 Philanthropic Advisor.  2164,  an innovative program created and administered by the Andrea and Charles Brofman Foundation, focuses on creating respectful and inclusive philanthropic conversations between the generations.

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