Individual and Family Foundations/DAFs
Confidential Philanthropic Review
Nonprofits exist to solve problems, but often individuals and families aren't sure what problems they want to solve, how to go about it, or know whether they are being successul. Our NDA-protected Confidential Philanthropic Review process gives your foundation a personalized, tailored approach to starting a new era in charitable giving. Together we will reflect on ten years of your philanthropic history to understand why you gave the gifts you did in order to create a personalized philanthropic mission statement that will guide your future charitable endeavors.
Confidential Strategy & Goal Setting
Based on your philanthropic review, we help you decide your next steps. We'll work with you to identify your timeline, budget, and impact area(s), then we will work with you define "success." We'll sort through these challenges together to find the best giving strategies for you. We want for you to feel good about your giving, and that you are making a difference in a mission aligned way.
Family Meeting Support
Families are complicated– giving doesn't have to be. Giving Advisors helps your family streamline conversations about philanthropy in a positive and collaborative way that reflects family values, ideals, and history.
Negotiation of Gift Agreements
If you're feeling uncertain about the kind of gift you'd like to make, we will research and vet mission-aligned organizations and negotiate charitable gift agreements for you.
“Working with Giving Advisors was essential to defining our giving objectives. It’s now easier to discern which of the many opportunities for giving are best aligned with our mission, allowing for greater impact from each dollar given. We were particularly grateful that Giving Advisors did the research to find and negotiate a specific type of gift that we wanted to make.”
Priscilla B., family foundation