Frequently Asked Questions (FAQ)

What don’t you? 

I do not provide things you can get elsewhere. Specifically,

  • Tax, legal and financial advice
  • Investment advice
  • Family systems counseling
  • Family governance
  • Advice on where to give

What do you do?

My original training was in the humanities. What I do best is to create a space in which you as donor, client, family member can ask and answer the often lonely questions that only you can address about your own future, that of those you love, and the communities in which you participate.

What do you charge?

I am currently volunteering selectively to nonprofits who work with those I have trained as Chartered Advisors in Philanthropy.

What motivates you?

Actually, gratitude.