Your Giving Action Plan (Three Sessions)

3 session.jpg
3 session.jpg

Your Giving Action Plan (Three Sessions)


You’ll receive three 1:1 sessions with me, starting with discovering your values, what lights you up, what makes you angry, and the change you want to see in the world.

Together, we will:

  • Set clear intentions around your giving based on your values

  • Identify issues and organizations that align with your values

  • Assess the landscape to see who is working on those issues

  • Discuss the best charitable structures that suit your giving style and goals

  • Document your philanthropic efforts, to inspire others, help create shared knowledge for others to learn from, and share your legacy with future generations

  • Connect you with others who can help you achieve your goals (peers, nonprofit leaders, professional advisors, etc.)

At the end, you’ll have a customized Giving Action Plan.

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