“If you are ready to elevate your philanthropic efforts, Jaimi is the expert you want by your side.”
“Jaimi was invaluable…she was able to help us put our money to work where we could make the biggest difference”
From Values to Action:
Strategic Philanthropy Workshops
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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.
Upcoming in October in Marin and SF. Join waitlist below.
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Philanthropy Now
In just one hour, discover how to connect your philanthropy with your financial goals in a way that feels both intentional and impactful. Together we’ll walk through the steps of building a personalized giving plan, explore how to integrate the “5 Ts” of philanthropy, and uncover the latest trends shaping today’s giving landscape. You’ll leave with practical tools, fresh inspiration, and a clearer path to aligning your resources with the change you want to create.
Virtual workshop dates coming in October. Join waitlist below.
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For Financial Advisors: Integrating Philanthropy Into Your Practice
Over 90% of high-net-wealth clients give to charity, yet fewer than half discuss it with their advisors. This workshop will help you to confidently guide clients in aligning their philanthropic and financial goals. You’ll explore conversation starters for all stages, giving vehicles including donor-advised funds, and the “5 Ts” of giving. We’ll cover vetting and due diligence, impact strategies, family engagement, and current trends in philanthropy. Walk away with practical tools to discuss philanthropy more effectively.
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Women's Giving Series
By popular request…..
We are excited to launch a 4- session series for women who are ready to launch or expand their philanthropic giving with confidence and clarity. You will create a tailored strategic giving plan that reflects your values, giving priorities, and grantmaking budget. We will also provide tools and insights on nonprofit vetting and social impact. You will hear from experts in collective giving, impact investing, gender lens frameworks, and gift planning.
This will be a hands-on, in person series where you will connect with other like-minded women. Includes a proprietary workbook with practical tools.
Dates in SF and Marin coming soon!
