Effective and
meaningful
philanthropy
one donor
at a time
Read Shari’s guest post on the Bluestem Financial Advisors blog
Listen to Shari’s guest appearance on Paul Ruedi’s “On the Money” Radio Show
Visit Our Resources Page for a Direct Link to the Podcast
Welcome to
Fox Philanthropic Advisors
At Fox Philanthropic Advisors, we help individuals and families become intentional philanthropists so they can effect meaningful change with the same planning and strategic thought they devote to their other investments. We work alongside our clients’ financial, tax, and legal advisors to help them clarify their philanthropic goals and implement plans and structures to achieve them.
There is so much potential for each of us to impact positive change in the world. But doing so successfully requires time and attention to the following.
- Identifying where you want to invest for change and defining what that success looks like to you.
- Maximizing what you can do now, as well as later.
- Deciding when and how you involve others.
- Determining which tools and techniques will work best for you in light of your entire personal and financial plans.
- Evaluating success and learning along the way.
You probably utilize advisors’ expertise in financial, tax, and estate planning to help define and meet goals for yourself and your family. Why wouldn’t you do the same to effect the change you’d like to see in the world?
Let us help.
Our
Mission
We help people have meaningful impact on the world through thoughtful, effective philanthropy.
Effective
Philanthropy
Every donor has different goals. We work with individuals and their advisors to develop and implement plans that are meaningful, smart, and effective for them.
One Donor
at a Time
We give every person the same time and attention, whether you are a seasoned philanthropist or just getting started.
Why work with us?
If you find yourself asking these questions below, consider scheduling a free introductory phone call with me.
I think there may be smarter ways for me to make charitable gifts than just using my checkbook and credit card, but I don’t know what those are for me.
I’ve inherited some money and am thinking about giving some to charity, but I don’t know how to do it well.
How do I involve my young/teen/adult children in my philanthropy?
How do I know whether my gifts are making a difference?
I am ready to set aside some money to use for charity over the long-term. How do I do that so that it is financially wise AND makes a real difference?
I’m revising my estate plan and considering including charity, but I don’t know how to do that well.
I am making my first major gift and don’t know what I don’t know. What should I be asking the charity? How do I know my gift will accomplish what I want?
How do I use my donor advised fund or private foundation more strategically?
