Infuse your philanthropy with passion and purpose to achieve meaningful and lasting impact
Our Mission
Your charitable giving is an expression of hope and a source of deep pride.
At the same time, it can be enormously time-consuming and fraught with endless detail. Too often, the best of intentions are met with deep disappointment.
We have the knowledge and expertise to ensure that your philanthropy achieves the goals you intended and will have meaningful and lasting impact for generations to come.
How We Can Help You
We will develop systems and structures that allow your giving to be proactive and intentional.
Through thoughtful conversations, we will ensure your giving reflects your values, ideals, and hopes for the future.
We will actively work with organizations to measure impact, ensure accountability and provide peace of mind.
We will work closely with you and funded organizations to develop projects and establish giving programs that meet your objectives, creating the legacy you envision.
Working with you to achieve your philanthropic goals
Passion
Align charitable giving with your goals, values, dreams, ideals
We’ll help you articulate your philanthropic goals and develop the structures and processes to keep your giving focused.
Purpose
Optimize charitable giving to realize desired outcomes
To keep your philanthropy focused, we’ll vet and/or identify giving opportunities, liaise with organizations and structure giving programs.
Meaningful and Lasting Impact
Maximize the lasting value of your philanthropy
In order for you to feel truly satisfied, we’ll ensure metrics are being met, broader goals are being realized, and long-term philanthropic aims are fulfilled.
Our Process
01
Establishing Priorities, Goals, and Structures
- Articulation of key values
- Giving goals & objectives
- Mission statement, funding criteria
- Decision-making processes
Targets and timelines for giving - Charitable giving structures
02
Aligning Gift Opportunities
- Processes to attract or identify gift opportunities
- Responding to gift requests
- Criteria for evaluating gift opportunities
- Configuring giving programs
- Gift recognition
03
Monitoring Philanthropic Initiatives
- Reviewing progress related to ongoing gifts
- Structure gifts to maximize impact
- Reviewing donation agreements
- Ongoing liaison with funded organizations
Our Team
Randy Spiegel
- Extensive leadership experience in fundraising and communal organizations
- Consulted closely with donors to develop appropriate giving opportunities
- Developed and managed annual, capital, endowment and special projects campaigns, raising and allocating millions of charitable dollars
- Designed and implemented operational plans, communication strategies, departmental and full organization budgets, reporting to all stakeholders
- Managed family estates
- Leadership positions on boards of numerous charitable organizations
Debbie Spiegel
- Director level positions in nonprofit organizations
- Extensive interaction and discussion with donors and lay people
- Involvement in the development and execution of fundraising campaigns
- Liaise with donors and prospective donors, providing program information and helping them to create giving wish lists.
- Full organizational responsibility including planning, staffing, budgeting, communication, and reporting to stakeholders
Philanthropic Insights
5 Donor Types — 5 Creative Solutions (Part 2)
What Type of Donor Are You? In Part 1 of our 2-part series, we introduced you to three Donor Types and offered creative solutions to help donors make decisions that will ensure their gifts have maximum impact. Philanthropy is serious business and most satisfying when infused with passion and purpose. In Part 1 you met: […]
5 Donor Types — 5 Creative Solutions (Part 1)
You believe in giving back, helping your community, feeding the hungry, changing the lives of children and elders. You respond to charitable requests and from time to time you ask yourself: Is my giving meaningful and impactful? You wonder if you could do more or be more strategic with your charitable giving. But, what type […]
3 Key Indicators to Target Your Charitable Giving
Philanthropy is about impact and donors want to know that their charitable gift – their investment in an idea or an organization — will have a meaningful and lasting impact. Flooded with giving opportunities, donors at all levels often ask themselves how they are to choose from the seemingly endless stream of requests. Assessing and […]