About Our Donor Advisement Services
Your financial advisors focus on making your money work for you. We focus on helping you put that wealth to work for the causes, communities, and future you care about.
Whether you're giving through a private foundation, donor-advised fund (DAF), or directly to charitable organizations, we provide personalized philanthropic advisement that puts you in the driver's seat of your giving.
From defining your philanthropic vision and identifying high-impact opportunities to vetting organizations, guiding grantmaking decisions, and cultivating meaningful partnerships, we help you give with greater intention, confidence, and creativity.
Working alongside your existing financial advisory team, we bring the insight, relationships, and imagination to turn your charitable ambitions into tangible impact. Through strategic giving, innovative collaborations, and thoughtfully curated experiences, we make philanthropy more personal, purposeful, and rewarding.
Because your legacy should reflect more than what you've earned. It should reflect what you've made possible.
About Foundation Management
Making a difference shouldn't require building an entire organization to make it happen.
We provide fractional foundation management that brings the expertise, strategic leadership, and hands-on support of a dedicated philanthropic team without the overhead of full-time staff.
Whether you're launching a new foundation, revitalizing an existing one, or looking to make your grantmaking more intentional and effective, we help transform philanthropic ambition into meaningful action.
From strategic planning and grantmaking oversight to nonprofit vetting, board engagement, donor stewardship, and partnership development, we manage the moving parts so you can focus on the mission that inspired your giving in the first place.
Working seamlessly alongside your legal, financial, and tax advisors, we bring a creative, collaborative approach to foundation leadership by transforming decades of nonprofit and community organizing experience dovetailed with private sector strategic advisement across industries. From developing innovative programs to cultivating strategic partnerships, and curating experiences that connect your resources with the people and causes you care about.
About Donor Advised Fund Solutions
More than $327 billion in charitable assets are sitting in donor-advised funds (DAFs) across America, according to the latest research from the Donor Advised Fund Research Collaborative.* That's billions already committed to doing good, but not yet put to work in our communities.
Your generosity deserves to be more than a balance on a statement.
At Giving Tree Advisory, we help individuals and families turn their donor-advised funds into dynamic vehicles for purposeful philanthropy, transforming charitable intentions into thoughtful strategies and measurable impact.
Through curated family workshops, engaging educational resources, and personalized one-on-one philanthropic coaching, we help donors explore what matters most, navigate the nonprofit landscape, and develop formal giving plans that reflect their values, priorities, and long-term vision.
Whether you're looking to engage the next generation in family philanthropy, discover new causes, evaluate potential grantees, or establish a thoughtful annual grantmaking strategy, we provide the expertise, creative perspective, and practical tools to make every giving decision more meaningful.
We work alongside your existing financial advisors and DAF sponsors to bridge the gap between charitable wealth and charitable action.
Because the true value of your generosity isn't what you've set aside. It's what you set in motion.
*Donor Advised Fund Research Collaborative, Annual DAF Report 2025, Updated Analysis Memo (Spring 2026), reporting $327.87 billion in DAF assets as of fiscal year 2024.
Our Approach to Special Projects
Giving Tree Advisory is a distillation of a multifaceted career by founder Jonathan Joseph. As such our special projects division exists to allow us to work on unique one-off charitable or community projects ranging from special events for a cause, community activations to educate on an issue, or convene fellow philanthropists at topical symposia to inspire new avenues of change and impact.
Current Non-Retainer Based Offerings
All services at Giving Tree Advisory begin with a 30 minute call.
The cost of this call is credited to your account for any future retainer based or flat-fee service.
A package for Donor Advised Fund (DAF) holders who are looking for an easy way to strategize solutions to drive a formal giving plan and better vetting of potential recipient organizations. This package includes four (4) one hour strategy calls, note summaries, and a closing set of recommendations provisioned after the final call.
This package includes four (5) one hour coaching calls in addition to the creation of a formal strategic giving plan document that any DAF holder, business, individual or family can use to guide their charitable efforts more effectively.
The lead time on the strategic giving plan is 30 days and will be handed off prior to the final coaching call in the package.
Book your introductory call now
We begin all services (whether for retainer or flat-fee-based) with a 30 minute introductory call that honors our team’s time and expertise and ensures that there is an alignment with your needs an our approach. This fee is credited to your account UNLESS you use a payment plan.