You've made your mark. Now, build your legacy.
Making a meaningful impact should be easier than ever, but
the modern charitable landscape is a minefield.
That's where Giving Tree Advisory comes in.
Rooted in 20 years of experience across philanthropy, private sector consulting, and community organizing, Giving Tree Advisory is a boutique strategic consulting firm dedicated to making generosity more intentional, innovative, and impactful.
Serving clients across California, New York, and Connecticut, we partner with individual donors, family offices, small and midsize businesses, and organizations to develop creative giving strategies that transform resources into meaningful, lasting change.
We believe that philanthropy is both an art and a science that demands equal parts imagination, insight, and strategic execution. Our approach brings these disciplines together to help clients give with greater purpose, confidence, and creativity.
Our Offerings
Giving Tree Advisory offers a range of retainer-based and flat-fee consulting offerings tailored to the needs of each client. We intentionally maintain a small portfolio to ensure quality and superior services to those we choose to work with.
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Weather creating an organization from scratch or re-fashioning an existing family foundation we offer fractional foundation management services that energize or refresh your structured philanthropy.
Grantmaking
Admin
Program Development
Special Events
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We solve the “Black Box” issue of modern philanthropy: after all, just where IS your money going?
We work with individual donors, family offices, FINRA registered financial advisors/planners and SMBs to vet, source, and collaborate with grassroots and larger nonprofits using a proprietary process combining traditional KPIs with qualitative analysis, deep reporting, and more bespoke to each client.
Vision Planning & Strategy
Vetting & Partnerships
Special Events
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Millions in intended charitable funds are trapped in Donor Advised Funds (DAF’s) because everyday donors have some of the same decision paralysis as foundations and larger institutional donors. Too many organizations, too much distrust in oversight or governance etc.
Our DAF Resources coming in 2027 aim to make those who’ve chosen these giving vehicles better empowered and more strategic in using them. -
From one-off charitable events or creations like galas, public education activations in health-philanthropy and even the develop of evergreen solutions for expanded public awareness of your issue areas these projects are taken on at Giving Tree’s discretion.
Curated Symposia
Evergreen Education
Creative Activation
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Giving Tree Advisory Coaching is about combining 20+ years of expertise to make you a more informed board member, donor, or nonprofit founder with tools and guidance to help make dong good, better.
Founder Bootcamp (Coming 2027)
Standalone Coaching Calls
Schedule a 30 Minute Intro Call
Share your challenges and vision with our founder on a 30 minute introductory call so we can tailor a solution just for you!
Our exploratory calls are priced at $75 for one half hour and provision of your initial proposal. This fee is non-negotiable and deducted from your retainer should you contract Giving Tree Advisory for services.
Plant the seeds of your future giving tree today…
Connect with us to explore refined strategies tailored to your unique vision for doing good, better.