Empower Your Philanthropic Vision

Transforming Your Passion For Change Into Meaningful Impact.

philanthropy podcast

Listen to Jaimi on the Illuminate Philanthropy podcast.

Click here to check out our feature in Marin Living magazine!

Welcome to COR Philanthropic Strategies.

At COR Philanthropic Strategies, we are passionate about accelerating change through philanthropy. Our mission is to collaborate with individuals, families, and foundations to develop customized strategies that identify opportunities, navigate challenges, and achieve meaningful objectives. Through strategic planning and sustainable solutions, we drive positive change and foster lasting impact for our clients.

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Hand Holding Red Heart

What Does "COR" Mean?

The name "COR" holds deep significance, both personally and philosophically. Derived from Jaimi's last name, "COR" translates to "heart" in Latin and serves as the root for the word "courage." Historically, courage has meant "to speak one's mind by telling all one's heart," embodying a profound commitment to authenticity and transparency. Additionally, "COR" can express interest, admiration, and surprise—qualities that resonate deeply in our work. This name is a tribute to Jaimi’s grandmother, whose life was characterized by unwavering love, hard work, and determination. At COR, we aspire to embody these values in our consulting practices, fostering genuine connections and courageous conversations with our clients.

Meet Jaimi Cortes, MBA

Image of Jaimi Cortes

2024 Advisor Excellence Award Winner

DAF Giving Summit

Jaimi Cortes is a seasoned expert in philanthropy, nonprofit development, grant-making, and strategic planning. With years of experience and a passion for social change, Jaimi partners with individuals, families, foundations, and nonprofits to develop impactful strategies that align with their goals and values.

As the founder of COR Philanthropic Strategies, Jaimi’s work is grounded in a commitment to authenticity, courage, and collaboration.

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Our Services

We offer a comprehensive suite of services designed to support your philanthropic journey from start to finish.

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If you are a financial professional or estate/tax attorney, we collaborate with you to help your clients activate philanthropy as a lever in their portfolio.

  • Transform your philanthropic vision into actionable strategies with our expert guidance. We provide tailored thought partnership to individuals, families, and private foundations on strategic giving, helping you identify high-impact opportunities that align seamlessly with your mission.

  • Create a customized giving plan that reflects your values, interests, and objectives, transforming your philanthropic vision into tangible outcomes with measurable impact.

  • Engage deeply with your family, foundation staff, and board members to refine priorities and curate grantmaking programs that align perfectly with your mission.

  • We provide comprehensive research and analysis to shape your giving strategy, whether through a broad landscape scan or targeted identification of specific nonprofits that align with your interests.

  • We expertly navigate family dynamics to cultivate a robust culture of giving that supports generational impact.

  • Incorporate a gender and racial justice lens into your giving to maximize impact in the most underrepresented and under-resourced communities.

  • We uncover meaningful opportunities for volunteerism, board service, peer funder collaboration, and strategic partnerships.

    Additionally, we assist corporate entities in integrating social responsibility into their core operations and enhancing employee charitable giving.

  • We connect clients with innovative best practices across the philanthropic and nonprofit sectors. This includes access to learning opportunities, collective giving models, participatory grantmaking, and strategies for jumpstarting new initiatives.

  • We source investment opportunities in social and environmental impact to amplify and activate your assets for good.

Testimonials

  • Adam, Entrepreneur, San Francisco

    “Jaimi and I have worked together for 5 years – and I mean exactly that, hand-in-hand. From the outset, she engaged deeply with my goals and vision for philanthropy. Together, we explored best practices and insights from her extensive experience in the field. Jaimi helped me develop a comprehensive giving strategy, complete with prioritized initiatives and an annual budget. She researched and vetted some remarkable organizations that I would not have discovered on my own. 

    If you are ready to elevate your philanthropic efforts, Jaimi is the expert you want by your side.”

  • Celia and Kent, Retired Winemakers, Napa

    “We really enjoyed working with you and want to thank you. Your process helped us see that we were clearer about our philanthropic goals than we had initially thought. We are grateful to our wealth advisor for the opportunity to meet and work with you.”

  • Sam, CEO/Investor, Mill Valley

    "As CEO of a family office dedicated to finding better ways to put money to work, the philanthropic advice we received from Jaimi was invaluable. We’re organized as an LLC to give us the flexibility to make both impact investments and grants. The tool we use depends on the problem we’re trying to solve. Jaimi was a great addition to our team. We have a long standing interest and expertise in inclusive finance in emerging markets as well as climate change adaptation and mitigation. We have an overarching interest in creating more opportunities for women / gender lens investing, which Jaimi was able to facilitate. She was able to quickly understand what we were trying to accomplish, identified new organizations to support and help us put our money to work where it could make the biggest difference."

Let's Connect

Reach out to explore how COR Philanthropic Strategies can elevate your philanthropic endeavors.

We're here to help you achieve meaningful impact.

We will never send more than a quarterly update and will not share your email address.

30 Minute Nonprofit Strategy Consultation: $40 USD

I enjoy supporting nonprofit leaders by sharing resources, recommendations, lessons learned and best practices, which comes from 25 years of experience in the sector.

Due to the volume and types of requests I receive, I have moved inquiries to a consultation.

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