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.
“You hire Dietel & Partners to really work in ways that are congruous with family values, and they understand there are gold standards for ways non-profit organizations work. Most importantly, they ask the broader, long-term question—'Where is the opportunity to really shift something in our communities?’ They guide their clients to make more strategic investments that have larger impacts over time and that requires a much more entrepreneurial strategy.”