Services
Elevate your giving and maximize impact through the development of a personalized annual giving plan. Learn more here.
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Charitable Grants Administration
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Upon completion of a Personalized Giving Plan, clients can choose to work with Mindful Giving on an ongoing basis to provide turn-key administration and execution of your plan. Learn more here.
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Nonprofit Setup
For individuals interested in setting up a private foundation, or groups seeking to achieve federally recognized public charity status for a new nonprofit entity, Mindful Giving can assist with items such as strategic planning, incorporation, and preparation of local, state and federal filings.
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Personalized Consulting Services
For individuals or families with more specific or ongoing needs, we offer personalized consulting services, which can be arranged on an hourly or project basis.
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Common topics addressed include:
-Choosing a cause (or causes) that you truly care about
-Evaluating the health and effectiveness of a nonprofit
-Leveraging your giving to enhance your personal or professional success
-Engaging the next generation in your family’s charitable work
-Learning about the various types of giving vehicles (foundations, donor advised funds, giving circles, etc.) and how to choose which best suits your needs and goals
-Learning about the different types of charitable gifts (unrestricted, capital, naming rights, matching, etc) and when to choose each according to your goals
-Development of specific charitable programs, including community projects, social impact campaigns, convenings, scholarship funds, etc.
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