Find the joy in generosity
These are some of the ways Partners in Giving will help:
Partnership and Support
Serve as your dedicated partner, alleviating the burden of managing the implementation of your philanthropy plan all on your own.
Philanthropy Planning
Collaborate to create a comprehensive plan for your giving, aligning your philanthropy with your values, goals, interests and availability.
Mediation and Communication
Facilitate communication and negotiation with family members, ensuring alignment in your plans.
Strategy
Develop actionable and customized strategies, empowering you to manage your philanthropy effectively, independently or with partners.
Consultation and Guidance
Answer questions and address concerns related to your philanthropy, with expert insights to enhance your giving. Whether you have a quick question or need deep research, give us a call.
Representation
Act as your liaison with nonprofits, allowing you to be less involved while ensuring your interests are effectively represented to stakeholders.
Customized Solutions
If you don’t see what you’re looking for here, but feel like Partners in Giving could be a fit, please contact us. We’re excited to hear about what you have in mind.
How does it work?
Strategic Giving Design
Values assessment and philanthropic goal-setting
Organization research, vetting, and due diligence (3-5 organizations)
Giving strategy with multi-year roadmap
Giving vehicle recommendations (DAF vs. direct vs. foundation, for example)
Implementation support and initial introductions
Best for: Individuals/couples transitioning from reactive to strategic giving, first-time major donors or clients with recent liquidity events
After an initial free consultation, Partners in Giving will create a personalized proposal that outlines next steps to meet your needs and support your goals for giving. Client engagements usually fall into one of the tiers below:
Comprehensive Philanthropy Planning
Everything in Strategic Giving Design
Facilitated conversations with adult children/heirs
Giving vehicle structuring and setup guidance
Optimization strategy, coordinated with financial advisor, lawyer, and/or CPA
Grant-making framework and decision criteria
12-month implementation support with quarterly check-ins
Best for: Multi-generational families, business owners planning significant giving, clients establishing family giving traditions
Family Foundation & Legacy Advisory
Ongoing strategic counsel (quarterly meetings minimum)
Annual grant-making strategy and due diligence
Board meeting facilitation
Impact measurement and reporting systems
Organization relationship management
Next-generation engagement and education
Crisis-management and opportunity response (major gifts, name opportunities, etc.)
Best for: Established family foundations or existing philanthropy programs, clients with $500k+ annual giving, complex multi-generational legacy planning
