How we work with you to create an aligned giving plan.

Our confidential, values-based planning process is designed to answer key questions while crafting a personalized legacy plan.

  • Do you feel generous, but unclear about where your giving should ultimately be focused?

  • Have tax events or liquidity moments driven your giving more than intention?

  • Are you holding charitable assets—such as a DAF —without a clear strategy for impact?

  • As your wealth grows or changes, does your giving feel aligned with who you are and what you value?

  • Do you have a plan that connects financial efficiency with meaning, legacy, and long-term impact?

For Individuals, Families and Donors

We start with questions because meaningful philanthropy doesn’t begin with tax strategies or charitable vehicles, it begins with clarity. Our work together is designed to help you step back, make sense of the big picture, and develop a giving plan that aligns your wealth, your values, and your long-term vision. From there, we translate intention into action with thoughtful, practical strategies that fit seamlessly into your broader financial and legacy plan.

For Advisor-Referred Clients

Aligned Giving works alongside you and your advisory team to bring focus and structure to these conversations. Our role is to help clarify philanthropic priorities, align them with your broader financial and estate planning, and design strategies that support both impact and efficiency. The result is a giving plan that complements your advisor’s work—one that is intentional, well-coordinated, and deeply aligned with what matters most to you.

Discover

1

Clarifying What Matters and Where You Are

We begin by understanding your values, your aspirations, and your current giving—alongside a clear picture of your financial capacity and broader plan. This step brings insight into how generosity fits into your life today and where greater clarity or alignment may be needed.

Design

2

With shared clarity, we develop a charitable giving strategy that reflects your priorities and integrates seamlessly with your financial, tax, and legacy planning. This includes defining focus areas, selecting appropriate giving vehicles, establishing a thoughtful giving budget, and understanding the impact of each decision.

Aligning Values, Strategy, and Impact

Activate & Steward

3

We help you put your plan into action—identifying aligned organizations, outlining next steps, and creating a process to review, refine, and evolve your giving over time. As your life and circumstances change, your giving plan remains intentional, responsive, and aligned.

Turning Intention into Lasting Impact

This is the work of Aligned Giving. And I would be honored to explore how this work might support your own path toward living—and giving—with greater alignment.