My Philosophy

My work in the sector has always been guided by an unwavering donor-centric philosophy and uncompromising integrity.

My own passion for philanthropy and the steady heartbeat of the sector has driven me to succeed and evolve.  

My continuing education and teaching in the field make me unique among advisors as I bring you valuable clarity and timely perspectives.

As a philanthropic advisor, nonprofit executive, adjunct professor, thought leader, and mentor, I am committed to facilitating philanthropy in ways that inspire others to realize the difference they can make in the world.

I offer a range of services to bring into alignment your values, your passions, and your philanthropy - by design.

Professional Advisors:

You seek a partner who will provide a continuum of high-standard services to elevate philanthropic conversations with your clients.

You see value in educating your team on topics relevant to best practices in philanthropy.

Individuals and Families:

You seek guidance in strategizing and designing your philanthropic legacy plan.

You need help demystifying the daunting nonprofit landscape.

You embrace the idea of a 

multigenerational conversation around giving.

You seek a trusted philanthropic advisor to help you identify causes of interest. 

Nonprofits:

You need an assessment and a roadmap to craft a sustainable and strategic culture of philanthropy.

You seek a seasoned professional to guide you through the process.

As a seasoned leader, mentor and teacher, I will listen to your goals as an unbiased advisor and collaborative partner.

Drawing upon my extensive sector knowledge, I will provide a bridge between financial decision-making and the values and causes you and your family hold dear.

I will guide your strategy and conduct diligence on your behalf to create a giving plan with tools and resources to navigate your philanthropic journey.

I will identify potential nonprofit matches in alignment with your passions and values.

I will collaborate with you to make informed and strategic decisions customized to your goals.

Together, we will design your customized roadmap and deliverables for maximum philanthropic impact.