2. With Which Resources and Tools?

Author James E. Hugh, Jr. describes four forms of capital within families: financial, human, intellectual, and social. I find that his idea equally applies to most organizations and philanthropy efforts. I go beyond the money conversation to help clients explore how they might use all of their forms of capital for the public good.

That capital can be deployed through an ever-evolving box of philanthropic tools. I have experience with the pros and cons of community foundations, donor-advised funds, giving circles, private foundations, supporting organizations, awards and scholarships, grassroots grantmaking programs, and some gift planning instruments.