How we work
How we work
We start with what your family wants to support. Then we set up the right fit: a donor-advised fund, a fiscally sponsored project, or help for a foundation you already have.
Start with what the family believes
We start with what your family wants to support and what it won't fund. We have that conversation before we open any account.
Choose a fund, a project, or both
Most families need a donor-advised fund to recommend grants. When a family runs the work itself, fiscal sponsorship can be a home for the project. We rarely suggest starting with a private foundation.
Read the posted fees
Our fees are listed on one page: Posted fees. We'll go over them in our first conversation, before anything is opened.
Your advisors stay involved
Your attorneys, CPAs and wealth managers stay your main advisors. We handle the charity side: receiving gifts, keeping records and making grants.
Strategy engagement
What a strategy engagement includes
What your family believes
A guided conversation about what you value and what you want to leave behind.
Choosing causes
Matching your interests to charities with a track record, in the places you care about.
Choosing a structure
Deciding between a donor-advised fund, a foundation, fiscal sponsorship, or giving directly.
A giving calendar
When to contribute, when to make grants, when the family meets, and when to review results.
Involving the next generation
Giving tools for young people, junior advisory roles, and family workshops.
Ready to plan your family's giving?
We'll help you clarify your values, choose a structure, and set a yearly giving schedule your family can keep up.