Work With Me
There’s no single way to build a giving practice. These options are designed to help you take the next step, wherever you are.
Not sure which option is right for you?
Have a Donor-Advised Fund?
A donor-advised fund can do more in your giving practice than most people realize — at any stage.
BEGIN
From possibilities to priorities
Clarify what matters most so you can move forward with confidence.
You'll Take Away:
Guided exercises and a personalized write-up that bring your values and priorities into focus
A follow-up conversation to turn your insights into next steps.
A foundation you can build on over time.
At a Glance:
Investment: $500
Time: Approximately 5 hours over 2–3 weeks
Approach: Conversation, guided reflection, personalized write-up, and follow-up discussion.
BUILD
From priorities to practice
A clear plan for your giving, maybe with a few surprises along the way.
You'll Take Away:
A clear picture of the giving strategies that actually fit your priorities
Practical knowledge of the vehicles and tools to make them work
A portfolio of opportunities and next steps you're genuinely excited to pursue
A flexible giving framework that evolves along with you
At a Glance:
Investment: $2000
Time: 3–4 one hour in-person meetings over 2–3 months; offline communication as needed
Approach: Collaborative planning, research, exploration, and implementation support.
SUSTAIN
From momentum to habit.
Flexible, as-needed support to keep your giving strategy alive and working.
You'll Take Away:
Hourly access to guidance whenever a question or decision comes up
Hands-on support for whatever's active right now — DAF activation or maintenance, project reviews, or annual check-ins
On-demand time, booked when you need it, whether a single hour or an ongoing rhythm
At a Glance:
Investment: $250/hr
Time: As needed
Approach: Hourly sessions covering questions as they arise
Questions or concerns? Not sure where to start? Ready to get to work?