As we enter into the holiday giving season we wanted to share a few inspirational stories and provide you with some tools and resources to help you along your philanthropic journey.
Each family and individual that we sit down with to help plan out their giving strategy is unique. Their motivations may be driven by financial planning, may be driven by family dynamics and a desire to stay connected across generations, or may be driven by a personal connection to the issue or organization they want to support. Understanding the "WHY" behind their giving allows for establishing deeper relationships with the charities they support, the businesses they invest in and the shops that they buy from.
offered in this newsletter range from a simple six-step giving guide to some tips & tricks for family foundation governance.