Jewel Philanthropy
INDIVIDUALS
Philanthropy aligns with your life cycle: Your values don’t change, but how you translate them into impact evolves―philosophically, strategically, or emotionally―as you enter new life stages.
What shouldn’t change is how you take stock of what you care about, stake out a vision, and create a roadmap to get there. A trusted partnership and values-driven process can lead you to your goals for impact and how to realize them.
This work might look like:
Strategic Plan for Giving
Undertaking a first plan for meaningful giving deploying your wealth, time, and expertise toward desired impact​ through an intentional strategy
Planned Giving
Integrating philanthropy into your estate planning to link it to the legacy of impact you want to leave on your family, community, and the world
Refreshing Your Plan
Modifying your giving at new stages of life to realign with changes in wealth from an inheritance or liquidity event, new priorities, or other life circumstances, ​
Leadership Support on Initiatives
Programmatic partnership from an expert in executing a foundation's special project,
campaign, or initiative aligned with their philanthropic goals
Speaking at the Goldman Sachs Philanthropy Forum, Goldman Sachs, NYC
Talking art and philanthropy at the Carlyle Philanthropy Forum, Florence, Italy
Photo Credit: Goldman Sachs