MODERN IMPACT ADVISORY

How we can work together: FOUR PILLARS

Philanthropists

Modern Philanthropy Design & Legacy Building

I support philanthropists in moving from transaction to transformation, building giving practices rooted in clarity, intention, and impact.

Philanthropic vision & purpose articulation
Giving architecture & portfolio design
Grantmaking frameworks & governance
Next-generation donor education & engagement
Community & ecosystem building

Outcome:
A thoughtful, courageous, and enduring philanthropic footprint grounded in values, and designed to elevate generosity as legacy.

Wealth Advisors,
Family Offices

Philanthropy Partner & Thought Guide

I serve as a strategic resource to advisors helping clients move wealth with meaning and build multi-generational giving practices.

Philanthropy education & frameworks for families
Values-based wealth & generosity coaching
Next-gen engagement, readiness & advisory
Impact philosophy development
Strategic partner to advisory teams

Outcome:
A holistic approach to wealth and contribution integrating generosity, legacy, identity, values, and long-term stewardship.

Corporations

Purpose & Social Impact Strategy

I help purpose-led companies deepen their commitment to community, belonging, and social responsibility.

Corporate social impact strategy
Employee engagement & modern giving models
Corporate Foundation giving strategy
Community partnerships & stakeholder convening
Narrative development & internal storytelling

Outcome:
A values-driven culture where generosity fuels brand trust, talent engagement, and civic contribution, not as optics, but as operating principle.

Nonprofits

Impact Strategy & Donor Engagement Design

I partner with mission-driven organizations to strengthen clarity, tell their stories authentically, and engage with diverse and emerging donor audiences to unlock resources.

Strategic impact planning
Community-building & donor experience design
Program, convening & ecosystem architecture
Leadership counsel & board advisory
Thought leadership + movement messaging

Outcome:
Expanded reach, strengthened community, and a narrative that draws people in, supporting sustainable, human-centered, and catalytic impact.

SIGNATURE PACKAGES & PARTNERSHIPS

impact takes time, intention, and partnership. These extended offerings provide deeper support for people, organizations, and communities committed to building what lasts.

For the Wealth Industry:

Benevolus Wealth

Outsourced Philanthropy + Marketing Solutions for the Wealth Industry

Benevolus Wealth empowers wealth advisors, RIAs (registered investment advisors), and wealth management firms with strategic, outsourced support in philanthropy, marketing, branding, and business development. Our expert team bridges the gap for firms that lack in-house resources, allowing you to elevate your client offerings and grow your business with confidence.

For Nonprofits:

The Donor Relationship Roadmap

Adapt and thrive in an evolving fundraising landscape that will have short and long-term implications on donor behavior, engagement, and how you communicate your impact.

We offer experienced and practical guidance in:

Strengthening relationships with current donors and funders;
Identifying and understanding new donor segments; and
Designing engagement strategies that communicate impact clearly.

Designed for nonprofit executive directors, CFOs, and development and communications leads.