The Give Well Plan
Set Your Giving Priorities
We work with you and your family to help you define your cause and establish a legacy for the future.
Create Your Process
We provide you with tools and a clear system to make your philanthropy stress-free and convenient.
Give to Your Projects
We enable giving with confidence after checking for you under the hood of charities.
We coach both grantmakers and grantseekers. Our 50+ years of combined experience in philanthropy positions us for coaching of major donors to advise on good grantmaking processes and strategic development. Online coaching or weekend retreats are available for you and your foundation board or family. Together we’ll cover topics such as your giving mission, vision, values, strategy, process, succession, and the future of your family legacy. We also offer coaching for charities to assist in their advancement strategies.
Major donors can take advantage of our customized online system to receive and consider grant requests from charities. We curate grant opportunities based on your priorities, focus, and timetable, and our wide reach within the charitable sector allows for a visionary array of granting opportunities to consider. You make the giving decisions to projects aligned with your interests. This system protects you from the deluge of requests, and you only consider those which fit your priorities.
We have years of expertise in studying charities, knowing what makes for great charity health, and avoiding getting stuck in the charity swamp. Our dashboard indicators and narrative reports are industry-leading and customized for any charity you’re considering a large gift to. You can give with confidence knowing experts have investigated your charity’s accountability and performance.
Charitable donations must lead to results. We carefully recommend innovative projects to our clients that lead to clear impact for causes they support.