Does your giving still reflect you?
Many philanthropists have supported the same organizations for years, sometimes for decades. Each of those gifts began with real conviction: a cause that moved you, a mission you believed in.
Organizations change. Leadership turns over, priorities shift, and missions drift. Over time, an organization you once championed may stand for something different from the values that inspired your first gift.
You deserve to know that every dollar you give still stands for what you believe.
The Giving Portfolio Review
A one-time, confidential evaluation of your philanthropy, designed to confirm that your giving still reflects who you are.
How It Works
- A simple questionnaire. Check the boxes that describe you: your values, your social and economic outlook, and the causes closest to your heart, from medicine and education to Israel and the Jewish community. It takes minutes to complete.
- A review of your giving. I examine each organization you support: its current mission, leadership, programs, public positions, and use of funds.
- A clear picture. You receive my findings: where your giving aligns with your values, where it has drifted, and where your generosity can make an even greater difference.
The decisions are always yours. My role is to give you the clarity to make them with confidence.
Beyond the Review
For philanthropists who want ongoing guidance, I also offer:
- Due diligence on an organization before a major gift
- Guidance on giving to Israel, including how American Friends organizations work
- Legacy and planned giving, with my planned giving expert, alongside your financial and legal advisors
A Trusted Advisor at Your Side
Every conversation is confidential, and my advice is independent. My only goal is to help you give wisely and see the difference your generosity makes.
Schedule a Consultation