Driven By Our Core Values Of Generosity And Community, We Encourage Building Philanthropic Giving Into Your Financial Plan

Every donation, no matter how small, can make a meaningful difference in supporting important causes and improving lives. Nonprofit organizations rely on the collective contributions from people of all income levels to further their missions and create positive change in local communities and around the world.

At Mindful Money, we understand that philanthropy is a deeply personal and meaningful journey. Our Philanthropy Advisory Services are designed to help you navigate the creation of a giving plan that is intentional, effective, and in alignment with your values and goals.

Our Approach

We work closely with you to understand your unique motivations, interests, and aspirations. Together, we develop a tailored philanthropic strategy that resonates with your values and positions your giving for impact.

Our Services Include:

Selection of Giving Vehicle

We offer expert guidance to help you evaluate options like donor-advised funds, private foundations, charitable trusts, and more to find the optimal structure for your philanthropic vision.

Philanthropic Strategy

We help you explore your personal values and motivations, define your philanthropic vision, identify focus areas, and create a roadmap for achieving your goals. We show you how to assess the impact of your strategy and revise your course over time as needed.

Cause Exploration and Vetting

Our experience in the field combined with our research capabilities allow us to identify and vet organizations that align with your philanthropic interests. We conduct due diligence to ensure your contributions are directed towards reputable and effective initiatives.

Learning and Community Building

We provide resources and connections to help you learn about philanthropy and the issue areas you care about. We also help you connect with other givers to share ideas and experiences.

Our Commitment

At Mindful Money, we are committed to fostering a culture of mindful and purposeful giving. We believe that philanthropy should be a deeply rewarding and transformative experience, one that creates positive change while also enriching the lives of those who give.

Join us on this journey of mindful philanthropy, and together we can make a lasting impact on the causes and communities that matter most to you.