How We Work Together
Four Pathways to Purposeful Giving
Every philanthropist's journey is unique. Choose the level of engagement that fits your goals, your time, and the legacy you want to build.
Purposeful Giving is not a one-size-fits-all practice. Some clients want a clear roadmap they can execute themselves. Others want a trusted partner managing every detail. All four engagements begin the same way: a deep conversation about your values, your vision, and what meaningful impact looks like to you.
All engagements begin with a complimentary discovery call.
01
Guided Journey
Your plan. Your hands.
One-time engagement
A comprehensive, personalized giving strategy — built by Jessica, executed by you. Ideal for independent philanthropists who want expert guidance without ongoing management.
What's included
- Values and vision discovery session (2 hours)
- Cause area identification and prioritization
- Curated list of vetted organizations aligned to your goals
- Written giving strategy with 12-month roadmap
- One follow-up session at 6 months
Best for
"Independent givers who want a clear, expert-built roadmap they can act on themselves."
02
Advisory Partnership
Ongoing counsel. Quarterly clarity.
Annual retainer
A sustained advisory relationship with regular strategy sessions, cause vetting, and access to Jessica's global network. For active philanthropists who want a trusted thought partner.
What's included
- Quarterly strategy and review sessions
- Ongoing cause area and organization vetting
- Impact reporting guidance and interpretation
- Access to Jessica's global network of vetted organizations
- Email support between sessions
- Annual giving strategy refresh
Best for
"Active philanthropists giving regularly who want expert counsel without full management."
03
Managed Portfolio
We manage. You lead.
Annual retainer
Our team actively manages your charity relationships, conducts due diligence, coordinates grants, and delivers comprehensive impact reports — so you can focus on what matters most.
What's included
- Full due diligence on all recommended organizations
- Active management of charity relationships
- Grant coordination and documentation
- Quarterly impact reports with narrative and data
- Monthly check-in calls
- Responsive support for time-sensitive giving decisions
- Year-end giving summary for tax purposes
Best for
"Busy individuals and families with significant giving portfolios who want expert management."
04
Full Concierge
White-glove. End-to-end.
Annual retainer — limited availability
The most comprehensive offering: complete philanthropic management including global organization relationships, bespoke giving strategies, event coordination, and legacy planning.
What's included
- Everything in Managed Portfolio
- Bespoke giving strategy updated continuously
- Site visits and field relationship management
- Family philanthropy facilitation and next-gen education
- Legacy and estate giving planning
- Event and recognition coordination
- Priority access to Jessica for all decisions
- Dedicated relationship manager
Best for
"Families and individuals seeking a total philanthropic partnership with white-glove service."
Our Process
How Every Engagement Begins
01
Discovery Call
A complimentary 30-minute conversation to understand your giving history, goals, and what you're hoping to achieve. No commitment required.
02
Values Session
A deeper two-hour conversation — the foundation of every engagement. We explore what you believe about change, what causes move you, and what legacy means to you.
03
Strategy Development
Jessica and the team build your personalized giving strategy — cause areas, vetted organizations, giving cadence, and impact metrics tailored to your goals.
04
Ongoing Partnership
Depending on your engagement level, we manage, advise, or check in — always ensuring your giving stays aligned with your values as your life and priorities evolve.
Not Sure Which Level Is Right for You?
Start with a complimentary discovery call. We'll listen to your goals and help you find the engagement that fits — no pressure, no commitment.