Inspired by Purpose.

Aligning your life, generosity and legacy with your values and purpose.

Give With Clarity

I work with individuals and families who are looking for greater focus, effectiveness, and a sense of empowerment in their charitable giving. They are looking to connect through generosity and create an action plan that streamlines their time and resources for maximum support of the causes they believe in.

With my customized process I will help align your giving to create deeper connections to the people you care about and change for the causes you believe in.

You will move from reactive/obligatory giving to proactive/intentional giving.
You will gain more time and resources for the causes you love.
You will have a clear plan to share with family and your team of wealth advisors.

I start by getting curious.
What matters to you and why? What values drive your decisions? How do you want to make the world a better place? And what is the legacy you want to leave?
I want to understand your story and generosity with less focus on the method and more focus on the meaning and purpose behind your generosity.
If you’ve been giving for years or are just getting started I can help you refine your goals and focus your intention.
Let’s build a strategy that aligns your time and dollars to the people and causes you believe in.
I give you the tools and confidence to maintain a healthy balance in your generosity.
Most importantly I help you celebrate your role in making our world a better place.
I help drown out the noise and focus on the aspects of giving that you are passionate about and bring YOU fulfillment.
Choose my customized process to build your plan or wrap-around services to administer all aspects of the giving process, so that you can focus on the areas that bring you the most satisfaction and joy.

Families & Individuals

Every family is unique . Every individual is unique and we all have a story.
We help you share your story through generosity, build a stronger family through philanthropy and create meaningful and lasting solutions for the causes you support.
We work with families of all sizes (whatever that looks like to you) but our expertise, focus and passion is around supporting families, women and the rising generations of givers.
Book a discovery call to see if our process would be a good fit for you or your family.
Advisors & Family Offices

As a Wealth Advisor, Estate Attorney or Accountant you empower your clients to live their best financial life. You are also in a unique position to help your clients meet their philanthropic goals.
We support financial advisors who want to offer philanthropic guidance to their clients. We can: assist your clients in developing a Philanthropy Plan, facilitate multigenerational discussions, engage generations in discovery of philanthropy together and provide Philanthropic Concierge Services.
We provide customized philanthropic advising for your clients who are currently or would like to be giving $10K-200K/year, further strengthening your relationship.
Businesses & Organizations

We work with businesses, and their employees, to be strategically engaged in the community.
We help to find philanthropic engagement that not only positions the organization and individual as an ambassador but also helps them feel fulfilled and retains good employees.
We educate associates about board and committee service and help build presence and propel careers forward.
We are currently accepting applications for Corporate Giving management.