Our process helps clients turn their values, passions, and motivations into a philanthropic plan that is focused and gets results.

Identifying what matters most to you creates purpose. Whether you are just starting the process of thinking about giving or have been a long-time giver, we can help you give more purposefully to create greater impact.

“To give away money is an easy matter and in any man's power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man's power nor an easy matter.”

Aristotle

  • 1. Core Values
  • 2.  Passions
  • 3.  Motivations
  • 4.  Opportunities
  • 5.  Goals
  • 6.  Action Plan
  • 7.  Reflection
  • 1. Core Values

    Identify values that are most important to you.
  • 2. Passions

    List the passions with which you most identify.
  • 3. Motivations

    Link your values and passions to create a giving mission statement.
  • 4. Opportunities

    Seek opportunities that match your giving purpose.
  • 5. Goals

    Determine how to best use your resources.
  • 6. Action Plan

    Bring your values, passions, giving purpose and goals together to create impact.
  • 7. Reflection

    Track your progress.

Your Philanthropic Plan

Complete the form below to gain access to our guide, "7 Steps to Create Your Philanthropic Plan".


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In addition to walking you through the creation of your philanthropic plan, our philanthropic consulting services include:

  • Strategies for lifetime giving
  • Approaches to create strong families through philanthropy
  • Legacy planning through philanthropy
  • Strategic philanthropy

Philanthropic consulting is included as a service under our Capstone Model, but you do not have to be an ongoing client to value from this service. We can also serve as your philanthropic advisor alongside the advisory team you’ve already created.

Philanthropic Promise:

We commit to cultivating a culture of giving because we believe that businesses have a duty to all of their stakeholders: clients, team members, shareholders and community. As part of our commitment, we will:

  • Be a resource of knowledge for clients interested in becoming more strategic in their giving.
  • Encourage our clients, team members and shareholders to define their path to making a difference.
  • Educate and communicate to the public the importance of philanthropy.
  • Engage with our community partners to create positive impact in our local communities.
  • Live what we teach; be a force for good.

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