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Philanthropic Advisors

Helping you shift your charitable giving from transactional to transformational

Do you want to be more intentional with the causes you support, but don’t know where to start? With more than 1.4 million non-profit organizations in the United States, it can be difficult to find a charity that both aligns with your vision and operates at a high level.

Brighton Jones’ Philanthropic Advisory services help you increase your impact by aligning your wealth and time with your passions and purpose. Our in-house specialists can guide you on your philanthropic journey and shift your charitable giving from transactional to transformational.

We support strategic giving in three ways:

Assessment: Philanthropic Specialist

Brighton Jones provides each Personal CFO client high-level philanthropic consulting with an in-house philanthropic specialist. This time can be used to help brainstorm a client’s giving strategy, identify non-profits in a given sector or location, or offer guidance on different giving vehicles whether that’s helping with a foundation, charitable trust, or donor-advised fund. We can also help clients who want to get their children involved with giving back.

Analysis: Philanthropic Consultant

For those clients who want help with a specific philanthropic project or idea, we recommend our philanthropic consultancy. On a project basis, our team can set up unique scholarships, arrange non-profit site visits, conduct due diligence, and engage families in the art of philanthropy.

Solutions: Personal Legacy Advising

Personal Legacy Advising provides detailed high-dollar giving plans that reflect the unique needs of each client. Our team can help set charitable giving goals, curate a portfolio of organizations, educate family members on giving strategies, plan site visits, and assist with executing on the client’s plan.

In addition, our Community Impact Circles offer clients a unique opportunity to meet other individuals with similar impact goals so that they can maximize their philanthropic impact. Members of a circle spend a year together learning about a specific sector of interest and working on a comprehensive, personalized charitable giving plan.

Let’s Talk

Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.