Philanthropic Advisory
Complimentary Discovery Session
An initial conversation and high-level review designed to better understand your giving history, priorities, and aspirations.
A 60–90 minute conversation and a short written memo.
What we’ll explore
Many engagements begin with a complimentary Philanthropic Discovery Session: an initial conversation and high-level review designed to better understand your family's giving history, priorities, and aspirations.
- 01
Review of charitable giving over the past three to five years
- 02
Discussion of your current philanthropic priorities and the values and motivations that may be shaping them
- 03
Identification of themes, areas of alignment, gaps, and opportunities
- 04
A brief written memo outlining observations and potential next steps
Clarity about your next steps.
The aim is not to provide definitive answers, but rather to identify themes, opportunities, and areas that may warrant deeper exploration.
For some families, this provides sufficient clarity. For others, it becomes the foundation for a more comprehensive philanthropic strategy or ongoing advisory relationship.
Importantly, it also provides an opportunity for us to get to know one another and for you to experience how I work before deciding whether a deeper engagement would be valuable.
