Philanthropy with Purpose.
Planning with Heart.
Welcome to Aligned Giving, where meaningful change starts with values—and grows through thoughtful planning.
Based in Vermont. Grounded in values. Focused on impact.
WHAT WE DO
Aligned Giving connects wealth with purpose—transforming thoughtful strategy into meaningful impact.
We work with individuals, families, nonprofits, and financial advisors to align wealth with purpose. Whether you're a founder shaping a legacy, a nonprofit cultivating lasting donor relationships, or an advisor looking to better serve your clients, we’re here to help you bring clarity and intention to the way generosity shows up in the world.
WHO WE SERVE
Our approach is rooted in listening, in understanding what matters most to you, and in crafting smart giving strategies that reflect both personal beliefs and sound financial planning principals.
From donor-advised funds and charitable trusts to long-term legacy plans, we help ensure your charitable giving is efficient, impactful, and deeply aligned.
Individuals & Families
Whether you're a founder or new philanthropist exploring where to begin, or part of an established family seeking to refine or expand your giving, we offer tax-smart strategic guidance at every stage of the journey.
Nonprofits
Our advisory support helps organizations bridge the gap between donor intent and institutional skill & capacity—so your mission can grow with clarity and confidence.
Advisors
We partner with advisors and firms who serve high-net-worth families—add value to your client relationships by bringing values-based philanthropy into everyday client conversations.
WHY ALIGNMENT?
Alignment is the process of bringing purpose and planning into harmony, so that generosity is not simply an act, but an expression of a coherent, well-designed life and legacy.
Whether you're a donor, a nonprofit leader, or a financial advisor, alignment is what transforms giving from a transaction into lasting and meaningful impact.
In practice, alignment means ensuring that your financial strategies, tax planning, estate and legacy structures, and philanthropic intent all point in the same direction, reinforcing one another rather than existing in separate silos.
When giving is well-aligned, clients experience clarity and confidence:
Their values and the causes they care about are clearly articulated.
Their financial plan supports these values in a tax-smart and sustainable way.
Their legacy intentions are honored and carried forward across generations.
Their philanthropic tools – such as donor-advised funds, charitable trusts, or foundations – are selected and structured to serve both purpose and practicality.
At Aligned Giving, alignment means the intentional and coherent integration of your values, wealth and long-term goals so that your charitable giving reflects both who you are and the change you hope to achieve in the world.
Meet Aligned Giving’s Founder
“When I entered the world of personal financial planning and wealth management, I brought with me a passion for making the world a better place and the belief that money aligned with purpose beyond self-interest could change the world.”
With over forty years of experience as a business owner, wealth advisor, financial planner, and nonprofit board member I bring a deep understanding of the financial, emotional, and strategic dimensions that shape philanthropic decisions. This experience allows me to guide individuals and nonprofit staff through complex planning scenarios, helping them align charitable giving with broader goals such as legacy, impact, sustainability, family harmony, tax efficiency, and long-term financial security.
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