Donor Advising

I work with a small number of individual donors and families who are navigating questions of values, responsibility, and influence in their philanthropy and want to use their wealth for trust-based giving to locally led solutions to our current crises.

This work is not investment management or grant administration.

It is advising focused on clarity, alignment, and navigating complexity — particularly in moments where there are no simple answers.

My approach is shaped by over two decades of experience working alongside donors, foundations, and community partners, and by a deep understanding of how individual decisions interact with broader systems.

I typically work through referrals or existing relationships, often in coordination with trusted financial or legal advisors. Engagements are selective and conversational, beginning with a discussion of fit.

If you are a donor — or an advisor to donors — and this way of working resonates, I welcome a conversation.