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Philanthropic Advising

Elevate pays special attention to all the particulars of your circumstances and inclinations to create targeted strategies.
Whether you are a novice philanthropist or a veteran, philanthropy gives rise to many issues that need careful consideration. Charities and non-profits change their profiles annually; likewise, philanthropists’ interests may shift or resources may go through significant changes that affect giving strategies. Elevate pays special attention to all the particulars of your circumstances and inclinations.

We offer special services to donors and philanthropists that include:

  • Research: identifying beneficiary charities and non-profits that firmly match your interests
  • Strategy: delineating a giving strategy that uses your resources to maximum advantage and fulfills your goals comprehensively
  • Project design and execution:  Designing a philanthropic project to your specification
  • Coaching: Ongoing coaching to support you, your family or organization in your philanthropic commitments


One must respect and honor financial wealth, not love it.

- Theodore Mallon
The Journey Toward Masterful Philanthropy


Fundraising

Coaching

Philanthropic Advising

Corporate Consulting

Special Events

Elevate Explores

Global Water Trust

John E. Mack Institute

Earthtrain

Gallmann Africa Conservancy

Winsor Music Outreach