top of page
CLIENT CASE STUDIES
Client case studies by Sarah Hopper,
Founder & CEO, Sound Philanthropy

Morgan: Creating a New Philanthropist's Effective Giving Plan
When an unexpected wealth event left Morgan with a newfound capacity to give, she knew she was ready to embark on her own philanthropic journey. To succeed, she needed an introduction to the process of giving and a personalized giving plan.

The Duim Family Foundation: How to Leverage Family Talents
The Duim Family Foundation had a problem: no succession plan and no framework for how to develop one. And while the founding family members were still engaged in grantmaking, the younger generations felt uninspired, uninformed, and overwhelmed.

bottom of page