philanthrōpía
phílos: loving, fond of | ánthrōpos: human being, mankind
Love of Humanity
Aligned Giving was founded on the belief that money has the power to shape the world for good when aligned with values and guided by purpose.
We are a philanthropic advisory firm dedicated to helping individuals, families, nonprofits and like-minded advisors advance and align their philanthropy with their values and social vision.
We are and not beholden to any private bank, wealth-management firm, local community foundation, trust company, university or other conflicted entity. We do not sell products. We do not manage portfolios or receive fees for assets under management.
At Aligned Giving, we bring heart, smarts and clarity to philanthropy—so that your money is fully aligned with who you are and the change you want to see in the world.
How We Create Alignment
When partnering with wealthy families, founders, philanthropists, and nonprofit leaders we use a step-by-step process to craft sustainable charitable giving strategies and a roadmap that is both tax-efficient and purpose-driven.
Our experience and process ensures that planning succeeds through values-based implementation, so that charitable efforts are not only financially sound, but socially impactful and personally fulfilling.
Though based in central Vermont, we work with clients all across the country. Over the course of two to three sessions we will review donor’s current giving, family intent, capacity and cause issues. We will understand your charitable mission, review tools, techniques and tax strategies, and recommend options based on your priorities.
Our work comes to us from advisors or organizations whose clients/donors are facing a significant financial event, considering a new estate plan, or have a large DAF balance without a strategy. The client may be required to take IRA distributions, wish to involve family, or simply feel unfocused. Our process is designed to clarify, simplify and move the ball forward toward lasting impact.