Charitable Giving Consulting


Did you know that there are 1.4 trillion dollars in approximately 2500 Donor Advised Funds waiting to be granted out to 501(c)3 organizations? If you have a balance in your donor advised fund, there are options you can consider that would benefit many organizations.

All of us long to hear, "Well done, good and faithful servant." As Americans, we have been entrusted with more than 99% of the world's population. As a result, we are asked to steward these resources and to steward them well.

You can advise where you would like your funds to go, and to which 501(c)3 organization. Or, you can consider impact investing and invest your charitable dollars in a for-profit venture.