Individuals
We love helping individuals discover their philanthropic passions and get organized in their giving.
We recommend starting by working with an advisor to create a Philanthropic Strategy.
If you already have an intentional plan for your giving, an Impact Audit can provide a third-party perspective on your current impact.
A Giving Guide can help you discover new, vetted nonprofits to support.
Get in touch with a Philanthropic Advisor today to start a conversation.
Philanthropic Advising Services
Create a plan of action to love people.
Understand the impact of your current giving.
Discover expertly vetted giving opportunities.
Deepen your understanding of a charitable cause.
Gain dedicated support for every grant you make.
Customize your engagement with us.