FOR INDIVIDUALS AND FAMILIES
Give in ways that reflect who you are and what matters most.
Whether you're beginning your philanthropic journey or looking to deepen your impact, Olive Tree Giving helps you explore charitable options, navigate important decisions, and shape a thoughtful approach to giving that reflects your values, passions, and aspirations.
YOUR NEEDS
What brings you here?
Perhaps you're asking yourself:
I want to transform my giving into something meaningful and I’m not sure where to begin.
I’m not sure where and how to give.
I've been giving generously for years, but want greater focus and purpose.
I want to involve my family in meaningful giving.
I'm thinking about the charitable legacy I want to leave.
I want to use my wealth to transform lives.
I have a significant charitable decision ahead and would value independent guidance.
Whatever brings you here, Olive Tree Giving offers personalized guidance to help you explore your options and move forward with clarity and confidence.
You don't have to navigate philanthropy alone.
HOW WE CAN HELP
Thoughtful philanthropic guidance tailored to you.
Every philanthropic journey is different. Our services are designed to meet your individual needs, whether you're seeking guidance on a specific decision, developing a comprehensive giving strategy, or looking for an ongoing thought partner.
We offer independent philanthropic advisory services to ensure your giving is purposeful, impactful and fulfilling.
Philanthropic Vision & Values
Discover what inspires your generosity.
Meaningful philanthropy begins with understanding what matters most to you. Through thoughtful conversations and guided reflection, we explore the values, experiences, passions, and aspirations that shape your desire to give.
Together, we'll develop a personal philanthropic mission statement that serves as your north star, bringing clarity and intention to the decisions you make.
What you'll gain: A personalized Philanthropic Vision & Values Summary that articulates your motivations, priorities, and purpose.
Family Philanthropy & Facilitation
Bring generations together through shared purpose.
Philanthropy offers a meaningful opportunity to share values, strengthen connections, and engage family members across generations.
Through guided conversations and facilitated experiences, we help families explore individual perspectives, discover shared interests, and develop approaches to giving that respect each person's voice.
What you'll gain: Greater understanding, meaningful family engagement, and a shared approach to philanthropy that can evolve across generations.
Nonprofit Discovery & Due Diligence
Connect your generosity with opportunities for meaningful impact.
Finding organizations that align with your interests is one thing. Understanding their work, effectiveness, leadership, and potential for impact is another.
We help you discover charitable organizations and giving opportunities, research their work, and evaluate how they align with your philanthropic priorities.
What you'll gain: Curated charitable opportunities, nonprofit research, and practical insights to guide your grantmaking.
Philanthropic Giving Strategy
Turn your intentions into a thoughtful plan for giving.
Whether you're establishing a new approach to philanthropy or refining years of charitable giving, we help you translate your interests and aspirations into a clear, actionable strategy.
We'll explore your giving priorities, charitable goals, decision-making preferences, and available options, including donor-advised funds, private foundations, and other charitable vehicles.
What you'll gain: A personalized giving strategy that provides direction, supports informed decisions, and helps you give with greater confidence and purpose.
Philanthropic Legacy Planning
Create a lasting expression of what matters most.
Your philanthropy can extend well beyond your lifetime. Whether you're planning for the future of a donor-advised fund or foundation, seeking to provide clear direction for the administration of a charitable trust, or envisioning how your generosity can benefit future generations, we help you shape the legacy you want to leave.
What you'll gain: A philanthropic legacy strategy that brings clarity to your long-term intentions and provides guidance for carrying them forward.
Ongoing Philanthropic Guidance
A trusted thought partner as your philanthropy evolves.
Your interests, circumstances, and opportunities may change over time. Your philanthropic approach can evolve with them.
We provide flexible, ongoing support to help you develop and bring to life a bold charitable initiative, navigate new opportunities, evaluate charitable requests, engage with organizations, reflect on your giving, and adjust your priorities as needed.
What you'll gain: Independent perspective, experienced guidance, and a trusted resource for the decisions and opportunities ahead.
A CONVERSATION IS A BEGINNING
What could your generosity make possible?
Whether you have a clear vision or are simply curious about your options, we'd welcome the opportunity to learn more about what matters to you.