At the heart of our team’s work is our commitment to guiding families and clients towards purpose-driven and impactful giving. Through our team’s 21/64 certifications, we are proud to offer these services to our fundholders to take a deeper dive into their giving.
We understand that giving is not just about financial transactions; it’s a reflection of deeply held beliefs, legacies, and aspirations. Through the 21/64 lens, we engage with families to align their giving strategies with their core values.
We want to invite you to dive deeper with us into the heart of familial aspirations and societal impact as we “pop the hood,” taking a look under the surface to assess if you are truly experiencing the value, fulfillment, and impact you desire from your philanthropic efforts.
By facilitating meaningful conversations, we empower families to not only give generously but also to give meaningfully. The 21/64 certification serves as a beacon, guiding our team to navigate the complexities of multigenerational wealth with sensitivity, fulfillment, and strategy.
We are proud to offer this service to all of our clients who want to work through how their family gives and how we can help! If you are interested in learning more, contact Kiley Tate-Potts, Director of Philanthropic Services.