• Our most unique and affordable offering to Brokaw Philanthropy clients. The U.S. is experiencing the largest transfer of wealth in its history and many people are finding themselves in the position of needing to make strategic decisions about when and how to give.

    Schedule a 50 minute call to discuss your unique situation and hope for impact and leave with a customized plan for a strategic and meaningful gift experience.

  • Develop your family’s philanthropy through a customized half-day summit to create your values, discover your ideas for impact and develop a giving strategy. You’ll receive a customized set of worksheets and materials including a list of best-fit charities.

    Many families choose to add a family summit to their existing vacation or holiday plans

  • For individuals and families with high-capacity, complex giving strategies. Make Brokaw Philanthropy part of your team and we’ll take care of the details. With advice customized to your specific goals and needs, we can help you find the right DAF sponsor, set up a family foundation, manage your charity relationships and more.

    We’ll save you time and ensure giving is a meaningful experience for you and your family. All personal philanthropy clients receive a customized annual report highlighting impact and value alignment. An annual family summit is included.

A trusted philanthropy advisor takes the guesswork out of giving.

Are you often scrambling to make year-end decisions? Do you keep putting off starting that donor advised fund? Is there a problem that feels too big to solve? Do you feel like your giving isn’t making a difference? Are you constantly fielding asks and requests?

Brokaw Philanthropy brings years of experience and a network of nationally recognized experts to help make generations of impact. Our unique approach can save you time, help you make critical decisions and create a joyful, meaningful giving experience.

Why choose Brokaw Philanthropy?

  1. Customized family summit to identify your values, your mission and your giving strategy.

  2. Combined decades of experience in complex and tax-advantaged giving strategies.

  3. Knowledgable recommendations for DAF sponsors, foundations and liquidity events.

  4. Exclusive management of organizational relationships to save you time and ensure strategic impact.

  5. An annual family stewardship report representing your collective impact across all organizations.

Schedule a complimentary discovery call to discuss what’s right for you.