Services & Approach
Empowering individuals, families, and senior leaders to make purposeful philanthropic impact through charitable giving for greater fulfillment in their lives.
Achieving your social impact goals does not happen by chance, but instead by taking an intentional approach in the form of a Philanthropy Roadmap – a purposeful strategic social impact framework that guides charitable giving decisions which results in a lasting living legacy.
Wes helps individuals, families, and senior leaders to align their charitable investments and community work with their voice, vision, beliefs, and values to make a lasting social impact now and into the future.
Wes’ Holistic Approach is Customized to Each Client by Answering Four Key Questions:
WHAT?
Making the social impact you want: What does success look like to you? What results will fulfill you?
WHY?
Aligning values and interests: Why do you want to give back? What issues are important to you?
HOW?
Leveraging your assets: What do want to offer: your time, talent, and/or treasure? How can you add the most value?
WHO?
Choosing the right nonprofits: Who are the organizations to partner with to achieve your personal goals? What do you know about their mission, board, and leadership?