Philanthropist

Philanthropist

Integrating prosperity and purpose

As someone who has had a share of success in life, your most recognized gift to the world could be the work you do or how you do it.  But you want to use the success that you have had to benefit others. Where do you begin? You  have friends involved in a variety of different causes asking you for support. You see news stories about the increasing needs of people within your community. You want your family to understand the importance of giving money and time but how can you get them involved?  As a successful person, how do you  understand the issues and causes that are important to you and develop strategies that can make the biggest impact? You have a number of advisors who help you but who understands what lies beyond the technicalities of making donations and giving money?

Social Legends assists clients in mastering the art of giving. We integrate prosperity and purpose by working with individuals and families to:

  • Explore and define the vision for your philanthropy. We help you uncover your philanthropic values and create a mission for your giving.
  • Create a strategic charitable plan that addresses your personal legacy, delivers the impact that you want to impart and maximizes your tax benefits.
  • Help you research and select the most worthy beneficiaries and organizations that align with your philanthropic values and ideas.
  • Provide public relations support to advance your goals and generate interest in your ideas.
  • Evaluate requests for support, assess impacts, negotiate grant terms and reporting requirements, conduct site visits and meetings with organizations  on your behalf, conduct post-grant evaluation and track results.
  • Develop a long term family strategy that may include engagement of children/family members in philanthropic work, wealth transition planning, family coaching and mentoring of heirs.
  • Coordinate your personal, professional, and philanthropic goals to leverage greater success and impact in all areas.
  • Create opportunities to engage with non-profits and philanthropists to create innovative solutions for social change.
  • Coordinate giving with other philanthropists to increase size and scale of impact.