Heart & Soul

It can be hard to play the role of gate-keeper when there is so much need in the world. Let us help you create structure around your giving, so that your impact can be intentional, meaningful and full of joy. 

​Together, we’ll examine: 

• The source of your wealth. Where did your money come from? Did you earn it? Inherit it? Grow it?
• Was anyone harmed in its making?
• To what degree are you responsible for its long-term maintenance?
• What is your role in the community? 

​Often philanthropy is freighted with implicit expectations, traditions and intentions which may not be as evolved as you are. By optimizing transparency between you and the recipient, we can better target your philanthropic energy to reflect your values. 
 
Good Fortune will help you surface and examine your personal stories, your underlying values, your unique intentions, to support the work and causes you care about most passionately. We look at why you give, so we can help you decide how you give, and where.

Often philanthropy is freighted with implicit expectations, traditions and intentions which may not be as evolved as you are. 

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