For many, identifying social issues that resonate personally is the easy part; building the strategy, relationships, and due diligence process to get there is much harder. I work closely with individuals and families on identifying their passion, mapping a grant strategy, connecting with nonprofits, and executing due diligence to maximize their giving. Along the way, I collaborate with families to discuss and create the governance and structure needed to pursue their goals. Lastly, I have extensive experience working with families to more effectively engage younger generations in the family’s philanthropic efforts.