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Philanthropy Roadmap
Our Signature Workshop
Discover the clarity and confidence to give with purpose. In this hands-on workshop, you will create a tailored strategy that reflects your values, defines your priorities, and equips you with practical nonprofit vetting and due diligence tools. You will walk away with a roadmap for your philanthropy and a trusted community to inspire and support your journey, so you can create impact that is both meaningful and lasting.
In-person with interactive exercises.
Includes a proprietary workbook and tools to create a personalized giving strategy.
Maximum 10 attendees, which can include couples and families.
Philanthropy Roadmap
Our Signature Workshop
Discover the clarity and confidence to give with purpose. In this hands-on workshop, you will create a tailored strategy that reflects your values, defines your priorities, and equips you with practical nonprofit vetting and due diligence tools. You will walk away with a roadmap for your philanthropy and a trusted community to inspire and support your journey, so you can create impact that is both meaningful and lasting.
In-person with interactive exercises.
Includes a proprietary workbook and tools to create a personalized giving strategy.
Maximum 10 attendees, which can include couples and families.