How We Do It?

We believe that our clients truly want to make a difference in how they partner with organizations. Our clients want to help in a meaningful way - a way that is in line with their personal values, belief systems or religious backgrounds. An understanding of their underlying passions will maximize the full purpose of their gifting experience.

Our methodology includes a thorough discovery process that helps clients understand their philanthropic goals. We undertake a series of discussions to uncover our client's motivation for gifting, and then seek to align their values with an organization that best suits their gifting intentions.

Partners in Philanthropy will develop a planning process that includes examples of programs, implementation process and a review process. At all times, we remain focused on how our clients wish to partner.

We work with professionals such as lawyers, accountants, financial planners, foundations and charities to fully execute the client's intentions of their gifting.

We want our clients to experience the joy of meaningful giving!