Turning GenerosityInto Purposeful Impact.
Experience
25+
Years in nonprofit development
Donor-Side Guidance
Independent. Informed. Purposeful.
Independent philanthropic guidance for individuals and families seeking to make informed, strategic, and meaningful charitable investments.
Explore My ServicesI turn passion into purpose by providing philanthropic advisory and due diligence services for informed, strategic, and impactful charitable investments.
I'm an independent philanthropic advisor who represents the donor's interest. With 25+ years of experience, I also assist the nonprofit sector in all areas of funding, including funding systems, nonprofit infrastructure, grant writing, board development, events, major gifts and planned giving. My role goes beyond identifying worthy nonprofits; it helps ensure charitable dollars reach credible organizations, aligned with the donor's values and capable of delivering meaningful results.
25+
Years of experience
2
Service areas: donors & nonprofits
Philanthropic Advisory for Donors
For individuals, families, and corporate donors seeking greater confidence in their charitable investments.
Nonprofit Due Diligence & Risk Management
Independent research into an organization's mission, leadership, financial health, governance, and ability to deliver results.
Philanthropic Strategy & Giving Plans
Guidance to align your charitable interests, values, and resources with purposeful giving opportunities.
Impact Evaluation & Grant Monitoring
Support in assessing organizational performance, reviewing progress, and understanding the impact of your gifts.
Grant Proposal & Gift Structuring Support
Advisory support to approach charitable funding with clarity and strategic alignment.
Independent Perspective. Informed Decisions. Meaningful Impact.
Thoughtful guidance grounded in decades of nonprofit and fundraising experience.
My role is to represent your interests and help your generosity reach credible organizations.
Start a Conversation
Independent Guidance
Represents the donor's interests and supports informed decisions.
Experienced Perspective
25+ years in nonprofit development and fundraising.
Thoughtful Due Diligence
Looks beyond the mission to credibility, leadership, governance, and financial health.
Purpose-Driven Strategy
Aligns your values, resources, and community needs.
Nonprofit Development & Strategic Support
For organizations seeking stronger funding systems, infrastructure, and fundraising capacity.
A More Thoughtful Path to Giving.
A clear process to help you give with greater confidence.
01 Understand Your Vision
Learn your values, charitable interests, goals and priorities.
02 Research & Assess
Examine mission, leadership, governance, financial health and work.
03 Align Opportunities
Identify opportunities aligned with your interests.
04 Support Purposeful Giving
Provide guidance and, where applicable, monitoring and evaluation.
A conceptual approach, not a fixed timeline or guaranteed outcome.
Generosity Is the Beginning.Purposeful Action Makes the Difference.
Effective philanthropy extends beyond writing a check. It means understanding communities, partnerships and leadership, and aligning generosity with accountability and measurable impact.
- Understand the communities being served
- Recognize the challenges nonprofits face
- Identify resources, partnerships and leadership
- Discover innovative organizations and emerging leaders
- Align generosity with accountability and impact
Years of nonprofit experience
- 01
Nonprofit Development
Funding systems and nonprofit infrastructure.
- 02
Fundraising Strategy
Campaigns, events and individual giving.
- 03
Philanthropic Relationships
Trusted connections between donors and organizations.
- 04
Grant Writing & Institutional Giving
Proposals and foundation funding.
- 05
Board Development
Stronger governance and leadership.
- 06
Major Gifts & Planned Giving
Long-term, meaningful gifts.
Give With Greater Clarity. Invest With Greater Purpose.
Thoughtful philanthropy begins with asking the right questions and understanding where generosity can make a meaningful difference.
Start a ConversationFrequently Asked Questions
Answers to common questions about working together.
I represent the donor's interest, providing research, due diligence and strategic guidance so your charitable investments are informed and aligned with your values.
Individuals, families and corporate donors considering significant gifts, and nonprofits seeking funding and development support.
An independent review of an organization's mission, leadership, financial health, governance and demonstrated impact.
By examining its mission, leadership, governance, financial health and work. Details are tailored to each engagement.
Yes. I help individuals and families align their interests, values and resources with purposeful giving.
Yes, as a separate service area: strategic planning, fundraising, grants, events, operations and stewardship.
Use the contact form, email directimpact21@gmail.com or call (818) 590-2127.
Insights on Giving With Purpose
Ideas for informed, strategic and meaningful giving.
Let's Make Your Generosity More Purposeful.
Whether you're exploring a philanthropic strategy or seeking nonprofit development support, I welcome the opportunity to learn about your goals.