Philanthropists
& Foundations
Giving with Clarity, Strategy, and Intention
The most meaningful giving doesn't happen by accident. It is designed - around your values, your vision, and the kind of legacy you want to leave.
I work with philanthropists and foundations who are ready to move from giving informally to giving intentionally - building a framework that reflects what they care about most and creates the impact they actually want to see.
With 25 years of cross-sector experience spanning diplomacy, the United Nations, global nonprofits, and private institutions, I bring a perspective that goes beyond traditional philanthropy consulting. I help you think bigger, give smarter, and show up in the world of generosity with confidence.
THE INTENTIONAL GIVING ADVISORY PACKAGE
For philanthropists ready to give with greater clarity, strategy, and purpose.
This engagement is about ensuring your giving reflects what you actually care about - and is making the difference you intend.
Together we clarify your values, design a personalized giving framework, and align how you give, engage, and show up with the impact you want to create. The result is a philanthropic identity that is clear, strategic, and built to last.
A tailored 60–90 day advisory engagement for high-net-worth individuals and families.
SELECT CASE STUDIES
1. Foundation Readiness: UHNW Matriarch with no heirs planned to donate all assets to family foundation upon passing, bringing endowment from ~$100MM to ~$1.5BN. Developed a plan to help Matriarch consider grantmaking strategies to scale to meet new 5% payout, how to support and transition nonprofit partners, and formalize board and staff responsibilities.
2. Global Health Equity & Access Analysis:
A global healthcare company wanted to determine where in the Global South to launch new health equity programming - and needed the analysis to back it. I conducted a comprehensive review of the political, economic and health policy priorities across ten countries, assessed the broader health equity landscape in each context, and developed a custom ranking framework to rank the top countries for consideration. The result was a decision-making infrastructure they could leverage to ensure their philanthropic investment entered the right market, at the right moment, with the right intelligence behind it.
3. Transition Plan: Latin America-based UHNW client with no heirs planned to donate all assets to family foundation upon passing with full spend-down goal 20 years post his demise. Developed a plan for his family office team to consider a new cohort of nonprofit partners and place-based giving as a strategy to increase giving and generate sustained impact.