Client stories
1. The Smith Family – Teaching Philanthropy Across Generations
Challenge: The Smiths, a retired couple, wanted to instill philanthropic values in their children and grandchildren while ensuring their giving had a meaningful impact.
Solution: We facilitated a family meeting where we helped them set up a Donor-Advised Fund (DAF), which can help facilitate family involvement in charitable giving decisions.
Outcome: The entire family now gathers annually to discuss their charitable contributions, strengthening their shared values while creating a lasting philanthropic legacy.