As a certified Chartered Advisor in Philanthropy, I am your personal advocate and work closely with your financial, legal, and business advisors to identify opportunities within the assets under management and estate planning strategies to use tax advantage charitable tools that fit your needs and achieves your philanthropic goals.
Queen City Impact offers the following services.
Strategic Philanthropic Advising
Charitable giving vehicle recommendations, grant distribution analysis, grantee impact evaluations, ‘state of the community’ reports, and donor education training.
Legacy Building Guidance
Personalized plans to help move up The TPI Philanthropic Curve, including planned giving assistance, landscape scans, discovery workshops.
Family, Philanthropy, & Community Impact Workshops
Articulating family wealth: Incorporating human, intellectual, and social capital into financial and philanthropic plans.
Legacy development: Family vision, mission, and values statements. Building routines for multi-generation and family communication, collaborative decision-making, knowledge sharing, and continuing education.