Aligned Giving is a philanthropic advisory firm dedicated to helping individuals, families, nonprofits and financial advisors align wealth with purpose. Our expertise blends decades of professional experience & collaboration using charitable giving vehicles and tax strategies with a commitment to impact using human-centered, sustainable, values-first planning.

We are independent and not beholden to any private bank, wealth-management firm, local community foundation, trust company, university or other entity. We do not sell products. We do not manage portfolios or receive fees for assets under management. When partnering with individuals, families and their advisors we use a step-by-step process and on-going support to craft sustainable charitable giving strategies and a roadmap that is both tax-efficient and purpose-driven. 


Aligned Giving

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Aligned Giving

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Teams

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