“Give me a lever long enough and a fulcrum on which to place it,
and I shall move the world.”
I employ the lever of legacy planning, informed by nearly two decades of leadership in the field of philanthropy.
Working as a trusted advisor, I place this lever on the fulcrum of my clients’ missions.
I gratefully serve two related but distinct types of clients:
- Nonprofits (such as the Wikimedia Foundation and My Possibilities), whom I advise on long-range revenue strategies, the launch/promotion of planned giving programs, and the creation/expansion of endowments.
- High-impact philanthropists (such as the Pat & Emmitt Smith Charities), whom I advise on integrating charitable giving & impact investing as tools that can strengthen both their families and their community.
Using this lever on this fulcrum, I aim to “bend the arc of the universe towards justice” (particularly for our planet’s most vulnerable people)