Whether you’re an individual, a foundation or a wealth manager working on behalf of others, planning and managing philanthropy can be overwhelming. You may not know where to begin or exactly where you need help.
We’ve designed this personal inquiry to help you or your clients get started. It will help identify what’s important to you as you forge ahead. You can use this process for your personal reflection or to share with others. You’ll get a better sense of what you want to accomplish and the support you desire.