Giving with Passion, Creating Impact

Achieving philanthropic success takes research and focused strategy. Philanthropy is more than simply writing a check. Philanthropy is personal; incorporating your values, interests, goals.  Philanthropy is an investment; supporting causes you care deeply about, achieving outcomes. Philanthropy can be a powerful catalyst for change; influencing agendas, building networks, and harnessing resources.

What do you want to achieve?

Concierge Philanthropy integrates these facets and delivers customized solutions, designed with, and by, you.  Concierge Philanthropy provides strategic philanthropic planning services rooted in vision, a deliberate approach and defined, measurable outcomes, consistent with your passion, interests, and values. 

The foundation of our donor focused practice stems from more than thirty-five years in non-profit management; hands-on experience in donor stewardship, strategic planning, program development, community and capacity building, and fostering networks. These elements are incorporated into the design of your philanthropic road map, which guide your giving journey and maximize the impact of your charitable investments. 

Our principal, Judith Fien-Helfman is a knowledgeable non-profit leader and "Certified 21/64 Philanthropic Advisor."  She received specialized training in engaging the next generation of philanthropists from 21/64, an innovative and cutting edge philanthropy program, developed and administered by the Andrea and Charles Bronfman Philanthropies, in New York.  21/64 also partners with key philanthropic organizations and university departments in conducting research on the giving patterns of different generations.

Concierge Philanthropy's services can be used collectively for maximum benefit, or individually to strengthen your current philanthropic endeavors. Each client is a full partner in our creative process. Working together, we foster a proactive approach and thoughtful synergy between your professional, personal, financial and philanthropic goals.

Concierge Philanthropy works with individuals, families, multiple generations, donor advised funds, foundations, and businesses who seek impact with their charitable giving. Concierge Philanthropy does not work with charities or grant seekers, nor do we manage financial assets or provide legal advice. Our neutrality ensures each client's unique and personal philanthropic giving plan.

Concierge Philanthropy will partner with your financial and legal professional advisors on matters related to your philanthropic investments. 

Start your journey by giving with passion and end by creating impact.