Families & Entrepreneurs
We help individuals, families, entrepreneurs, and small business owners take a proactive, strategic approach to charitable giving that reflects their values.
Giving Focus can help you bring clarity, purpose, and intentionality to your charitable giving. Through a careful screening process, we research and fact-check not-for-profit organizations that align with your focus, and we can help you plan your engagement with those organizations.
We specialize in a three-stage process that moves families and business owners from reactive giving to proactive, strategic legacy building.
Create your giving focus
Giving Focus will help you…
- Bring clarity and intentionality to your charitable giving.
- Identify the positive values to reflect in your philanthropy.
- Craft your philanthropic mission statement to empower proactive charitable giving for years to come.
Align your giving
Through our due diligence process, we will…
- Research not-for-profit organizations that align with your philanthropic mission and values.
- Speak one on one with not-for-profit leaders to ask the questions that you need answered.
- Prepare a custom ‘research brief’ on the organizations that fulfill your charitable goals.
Engage in change
Together, we will…
- Develop a plan of action and engage with your selected not-for-profit organizations.
- Work with your team of trusted advisors—accountant, attorney, and wealth manager—to ensure that your charitable giving is also appropriate and beneficial to your financial well-being.
- Take stock twice a year to make sure that you are giving joyfully.