Curiosity + Empathy + Strategy
Elevate your charitable impact by making smart and heartfelt giving decisions
Philanthropic Giving
You have the ability to make a lasting impact. But where to start?
Tapping into her decades of professional and lived experience, Allison will employ a targeted and integrated strategic approach for your specific philanthropic goals.
For community foundations and mission-driven businesses, this can include programmatic options, donor engagement and fundraising strategy, and recommendations for organizational structure and operations.
Philanthropic Structures
Design of comprehensive giving frameworks
Creation of donor-advised funds (DAFs)
Cross-sector partnership development
Innovation in giving structures
Organizational Excellence
Grantmaking strategy design
Governance and operational optimization
Stakeholder engagement
Donor Impact Enhancement
Values-based strategy development
Community-centric needs assessment
Family foundations often need to clarify the current values and philanthropic priorities of their multi-generational members. This can include:
A series of in-depth and, perhaps challenging, conversations
Sharing community needs—data, stories, and example organizations—to show impact
Reviewing complex gift strategies (including what type of assets to gift, how much, to which vehicles, and when)
Creation of donor-advised funds (DAFs)
Allison welcomes conversation with families and individuals who are considering forming a family foundation or establishing a family giving and investing practice.
The information provided through this website and any related materials is for educational purposes only and does not constitute legal, financial, or investment advice.