Individual and Family Donors

Creating your Portfolio of Giving

You've likely already given back to your community, both through personal and corporate donations.  However you find  yourself wanting to give thoughtfully, to make larger investments.  You want a strategic approach, much like the one that led you to where you are in life today.

You want to ensure your donations will be put to good use, and you want to build a legacy that will live on long after you have gone.  We're here to help you.


Individual Services

Philanthropic Advising Services

Building community begins at home. The actions that you model for your children will create patterns that will grow and strengthen over time. Dexterity Consulting will provide you with the tools to begin the conversation with your family around your philanthropic goals. We can facilitate the conversation or merely provide the resources for you and your family to make informed decisions.

Dexterity Consulting works with you, your estate planner, your wealth manager and other interested parties to provide you with strategy for creating lasting positive social impact into future generations.

We provide you with the emotional and practical support required in carrying on these conversations with your family members. Most especially, "How much inheritance is enough, and what is too much?" This question is answered by looking at your values and what your social impact goals are.

Call or email us, we'd be happy to walk you through our programs and services.