Aligned Philanthropy

the Power of Aligned Philanthropy

Your philanthropy should feel like the truest expression of who you are.

Whose Power?

Yours. You may describe your philanthropy as reactive and modest. Or you may feel you have been intentional and generous. Either way, you may question whether your giving fully reflects your values moving forward. This journey is for you if you are ready to explore what it would mean to transform your service and giving into a purposeful pursuit of the impact that matters most. Your philanthropy should feel like the truest expression of who you are.

Aligned How?

In our work together, I invite you to define what it means to live in line with your deepest values, beliefs, and needs. Once aligned, you discover what moves you most deeply, learn what it means to fully engage with the causes that matter most, and act to deliver the impact you envision. Along the way, you will also clarify the values that serve as your boundaries, so your giving flows from intention, not obligation.

Love of Whom?

Philanthropy, from the Greek philos (loving) and anthropos (human being), means “love of humanity.” It is giving in service of something larger than yourself — money, time, expertise, or advocacy. It is how we translate our values into action, and takes as many forms as the people who practice it. When you are grounded in what matters most, the causes you choose and how you serve become a natural expression of who you are.

An Aligned Philanthropy Journey is for you if any of these questions resonate:

Is giving really part of who I am, or just something I do when I’m asked?
Am I ready to own this part of my life as fully as I own/owned my career?
What if people judge me for having enough to give so much? Or for not giving more?
Am I giving because I want to, or because I can’t bear the guilt of saying no?
Why do I still feel like I need to be careful, even though I know I have enough?
What is my plan with this Donor Advised Fund I keep giving to for tax purposes?
How do I navigate my interest in giving with family members who may have other perspectives?

How We Work Together

Your Aligned Philanthropy Journey takes place in a trusted space.

First, you Get in Alignment to gain clarity on who you are meant to serve, your vision, your why, and the core values that keep you aligned with that vision.

Second, we have a Philanthropic Discovery Conversation to explore five dimensions that shape your giving today: your roots, your relationship with abundance, your giving life, your boundaries and choices, and finally, your vision and legacy. We learn how well aligned you are with the causes and organizations that reflect who you truly are.

Using your insights, I craft a confidential and personalized Aligned Philanthropy Profile that serves as the compass for your philanthropic path moving forward. The third step is the Profile Debrief Call to understand what you experienced reading the profile and what’s next for you.

Let's explore how the Power of Aligned Philanthropy can bring your giving into focus with ease.

WATCH

My Journey to Philanthropy

How a question from my late husband Michael, changed everything I thought I knew about giving.

Curious about where you stand today?

Take my Wealth EQ Assessment to understand how aligned you are with your mindset, behaviors, and emotions.