Concierge Giving & Strategy

$500.00

Align your giving with your values. We help you identify aligned causes, vet high-impact nonprofit partners, and build a giving strategy that reflects what matters most.

  • Quarterly donor planning sessions

  • Personalized nonprofit vetting

  • Tailored Giving Plan

  • Custom Impact Reports and updates

Frequency:
$500.00
$500.00
Every 3 months

Align your giving with your values. We help you identify aligned causes, vet high-impact nonprofit partners, and build a giving strategy that reflects what matters most.

  • Quarterly donor planning sessions

  • Personalized nonprofit vetting

  • Tailored Giving Plan

  • Custom Impact Reports and updates

Philanthropy is not one size fits all, and neither are our services.

Our unique Concierge Giving Services are built completely around you, your values, and the change you want to see in the world. If you have a heart for social change but aren’t sure where to start, or perhaps you’re a seasoned donor but want to feel a deeper connection to your philanthropy, we want to support you at each step in the journey. In designing your personalized Giving Plan, we take the time to truly understand your priorities and how to use your resources efficiently to generate meaningful impact.