Philanthropic Advising Services
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Charitable Estate Planning
Legacy giving looks different than lifetime giving. Personalized guidance to create a meaningful legacy plan.
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Giving Plan Design
Clarify your goals, values, and interests, and create a giving plan that truly impacts the causes you care about.
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Ongoing Advising
Continued support to manage the logistics of your philanthropy so you can focus on the joy of giving.
Philanthropic Advising
Through short-term planning or ongoing philanthropic advising, Elly Grogan can help you bring greater focus, purpose, and organization to your philanthropy. Customized to your philanthropic goals, together we will:
Clarify Values, Interests, and Goals: Identify your core values and interest areas, and define what you would like to achieve with your giving.
Identify Effective Giving Vehicle: Explore and select the most efficient mechanism for your giving, whether that is a Donor Advised Fund, private foundation, or other giving vehicle.
Create a Giving Plan & Budget: Analyze your past giving and develop a giving budget and plan to support effective nonprofit organizations aligned with your interests and values.
Implement Your Plan: Put your plan into action, with support to manage the ongoing logistics of your giving.
Amplify Your Impact: Identify new funding opportunities, research new issue areas, engage your family in your philanthropy, evaluate the impact of your grants, and more.
Plan Your Legacy: Evaluate strategies and create a meaningful charitable estate plan to support the nonprofits and causes you care most about.