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 work with you to schedule a weekend retreat or planning day 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.
Take advantage of our customizable online system to receive and consider grant requests from charities. We do all the work for you based on your priorities, focus, and timetable. You just make the giving decisions to projects aligned with your interests. You are protected from the deluge of requests, and 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.
Charitable donations must lead to results. We carefully recommend innovative projects to our clients that lead to clear impact for causes they support.