Goal Establishment
In the first phase of the Philanthropic Optimization Process®, Ensemble helps you evaluate your current giving patterns and philanthropic goals to establish financial priorities.
Some of the issues that we may explore include:
- What nonprofits are you interested in supporting?
- At what levels do you wish to support them?
- Would you like to use the excess cash freed up from the optimization process to enhance your giving capacity, your personal wealth, or a combination of the two?
- Are you interested in using philanthropy as a platform to bring your family together around your shared values or to teach your children about financial responsibility?
We do not aspire to advise you on what causes you should support. Our mission is to create a tactical plan of investment management and appropriate philanthropic vehicle(s) to help you realize your goals.