Philanthropy in Sports and Entertainment
Guidance in Early Commitments
Coach newcomers to philanthropy and social impact through a process that results in well-informed, forward-thinking planning. Clients and their support teams are led through early career philanthropic decisions that avoid the mistakes that I see as common in the sports and entertainment sector, instead identifying and making initial commitments that are impactful and sustainable.
Founder and Organizational Support
Lead founders and organizations through an examination of best practices and founder participation to enhance organizational effectiveness and founder experience. A deliberate exploration enhances the impact of the stated mission, optimizes founder roles, and identifies strategies associated with a long organizational lifecycle.
Fully Integrated Services and Client Team Coordination
Guide the client and team towards charitable giving decisions that are socially impactful and consistent with stated short and long-term client goals. Throughout the engagement, leverage the financial services and talent management expertise within the team to ensure that goals related to wealth management and tax planning as well as client brand are incorporated into the strategy and achieved.
Private Foundations, Donor-Advised Funds, Charitable Planning
Philanthropic Reorientation
Coach clients to a deeper understanding of the philanthropic landscape and their own priorities. Together, we identify pathways for participation and develop a strategic narrative that they can confidently articulate and execute within their support team.
Fractional Chief Strategy Officer
Deliver strategic clarity, professionalized gift-making processes, or enhanced governance coordination in families without full-time staff capabilities.
Strategy and Decision Support
Guide clients through complex philanthropic situations including estate planning strategy, liquidity events, operational or governance problem-solving, partnership with family members in new decision-making roles, and representation between high-net-worth givers and organizations.