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Personal Giving

Make Your Mark

Philanthropic Advisory Services for Individual Donors & Family Foundations

You’re altruistic and empathetic. You’re a savvy investor and a forward-thinker. You want to leave your mark on the world and make it a better place through philanthropy.

But how do you decide which cause to support? And more importantly, what organization do you partner with to affect the change?

You can start by contacting us. We’ll pair you with a knowledgeable professional who will provide personalized philanthropic advisory services to help you build a legacy you’re proud of.


View Our Services

Who Else We Can Help:

Nonprofit Leadership and Development

NONPROFITS

Fundraising consultation services for mission-based charitable organizations/foundations.

Non for Profit Rochester NY

CORPORATIONS

Creating and optimizing corporate giving programs to support your employees and community.

Contact for Complimentary Consultation. Get in touch today.

Contact Us
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New York Office:
1 Grove Street
Suite 217
Pittsford, NY 14534
(585) 551-1234

Naples, FL Office:
365 5th Avenue S.
Suite 201
Naples, FL 34102
(239) 330-2591

Fort Myers, FL Office:
9160 Forum Corporate Pkwy
Suite 350
Fort Myers, FL 33905
(239) 789-4706

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