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Advising Philanthropists on Impact Strategies and Legacy Formation
Created 10 years ago in Skills & Management / Coaching
As a Chartered Advisor in Philanthropy (CAP®), I bring two decades of experience working with UHWNI (ultra high-net worth individuals) to develop impact strategies, engage their families in philanthropy, and craft a legacy that can improve the future of our world.
I can advise you on developing your strategy, how to proceed with tactics (including whether to form a foundation, a nonprofit, a donor advised fund, a B-Corp, or other entity), and what steps to take.
My goal is to offer candid, clear, actionable advice that gives you all that you need to proceed. I can also connect you to resources to help with implementation of your idea.
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Reviews (61)
Jeremy is a fantastic resource, he really knows how to articulate big ideas. Our call was immensely helpful for my project.
Source: Clarity Robert Christian Jun 10, 2022Great convo. Jeremy really understand the non-profit industry. Perfect person for me to speak with at this point in my project.
Source: Clarity Jason Francis May 11, 2022I can’t thank Jeremy enough, I will definitely schedule another call, very shortly!
Source: Clarity Vlad Mckenzie Jun 25, 2020great talk and good advice. Always helpful to speak to Jeremy.
Source: Clarity Milos Maricic Apr 3, 2020Very knowledgeable! Propelled us and easily saved us a YEAR + of research and learning. Thank you very much Jeremy and anyone looking for non profit funding information should reach out!
Source: Clarity Matthew M Buckley Feb 6, 2020What a great first time experience with Clarity! Thanks again Jeremy, will be getting to work here and keep you posted.
Source: Clarity Dominic Son Jan 16, 2020Great long talk. Very good ideas brought up and discussed. New ideas and new perspectives on some of my original ideas.
Source: Clarity Patrick Rowe Dec 3, 2019Great advice.
Source: Clarity Carol James May 23, 2019Fantastic feedback, very cordial and supportive, highly recommended.
Source: Clarity Milos Maricic May 9, 2019