SERVICES
Core Service Areas:
Sound Philanthropy is dedicated to thoughtful, intentional philanthropy that brings positive change to the world and personal satisfaction, happiness, and interconnectivity. Our clients enjoy one-on-one collaboration and connections to our extensive network of community and philanthropic thought leaders, charitable organizations, and local and national private and family foundation staff and Board members. With an aptitude for "match-making," we discreetly introduce our inheritor, high net worth, and legacy family clients to each other, as well as to top-notch wealth advisors, estate planning attorneys, CPAs, and subject-matter experts.
Getting Started with Giving:
Philanthropy 101
Through one-on-one consultations and interactive exercises, we create a custom-tailored giving plan that identifies your philanthropic objectives and aligns with your lifestyle, time commitments, and personal values. We walk hand-in-hand with you as you experience your philanthropic journey, celebrating successes along the way.
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Consultation
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Analysis
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Strategy
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High-touch
Identifying Opportunities:
Past Giving Analysis & Partnerships
Effective philanthropy can’t happen without partnerships. We identify and connect you to non-profits and organizations that match your areas of interest and reflect your values. We review past giving histories and provide analysis and new strategies to increase impact and reach.
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Review
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Analysis
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Partnerships
(Re)Launching a Family Foundation:
Family Philanthropy
Whether starting a new foundation or re-energizing an existing one, We use workshops, retreats, group meetings, and one-on-one relationship development to realize individual and group potential in creating a sustainable family legacy. We guide and support you through every step of launching or re-launching a family foundation, from governance and decision-making structure to grantmaking and succession plans.
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High touch
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Retreats
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Strategy
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Governance
Engaging the Next Generation:
Planning for Succession
Through fun, individualized workshops and one-on-one sessions with younger family members (ages 12-40), we teach the fundamental principles of philanthropy to the next generation using trainings, group discussions, site visits, guest speakers, and non-profit screening. (Age-appropriate activities for children 6+ are available.) We nurture relationships with each family member to ensure that individual and collective voices are heard in developing frameworks for governance, operations, succession, and strategic planning.
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Youth workshops
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Retreats
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Site visits
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Family dynamics
Governing for Tomorrow
Applying Philanthropy Skills to Family Business
Strengthened connections between generations, teamwork, and a sense of shared purpose are hallmarks of both effective family philanthropy and effective family governance. We combine our expertise in governance, communication, and decision-making structures with a special ability to work with next-generation groups (ages 12-40) to help you create a sustainable, inter-generational family business, office, or system.
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Strategy
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Governance
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Operations
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Succession plan