There is no one-size fits all with Heritage. We aim to serve your needs.

PhilanThropic Advising

Whether an established philanthropist or a first time donor, Heritage is here to help align passion with goals, so that impact and legacy are products of your charitable giving. We help explore the question, "what type of philanthropic legacy do you want to leave?"

We take clients through a process of identifying their values, principles, convictions and passions. This creates the basis of our clients' personal philanthropic strategy, allowing us to seek out and research organizations that are the best possible match given the priorities identified.

Heritage offers flexible partnership opportunities, be it one-time consultations or ongoing assistance, implementing the strategy that has been agreed upon. Your needs dictate the terms of our agreement. We work with a variety of clients, from first time donors to established philanthropists, using an initial visit to determine the extent to which our partnership could range. 

We seek to develop a partnership that is designed expressly to meet individual needs and expectations through the following avenues:

• Charitable Giving Strategy development

One-off consultation and project-based partnership with the aim to develop a charitable giving plan that provides impact and aligns with your personal values and goals. Based upon initial conversations, Heritage will do extensive research to identify and vet possible charitable institutions that fit the identified passions and values of the donor. The strategy plan will be prepared and presented for the client to utilize as desired, whether on their own or as part of an ongoing partnership with Heritage. 

• Charitable Giving Strategy Implementation

Heritage is prepared and equipped to provide further engagement services to see your Charitable Giving Plan implemented to your full satisfaction. Through acting as a liaison with designated non-profits or providing focal point attention to the grant writing and agreement process, you can rest assured that your wishes will be observed. We love to partner in the ongoing process of impact giving. 

• Trip Itinerary Planning and Travel Logistics

Have you ever wondered what it would be like to see the work that you've been investing in? We specialize in developing itineraries and providing the logistical support to make them happen, even to the extent of hosting the trip should that be desired. Seeing the world and meeting the people who you have impacted with your investments is a life changing experience. With an extensive global network and experience from years working overseas to draw from, Heritage is well placed to make this dream a reality. 

• Project-based Grant writing and Report Review

With years of experience developing grant proposals, reviewing project reports and finalizing partnership agreements, the team at Heritage is well situated to step in and provide a helping hand in ensuring that the paperwork gets done to meet your expectations, whether at inception or at the close of a project. You deserve to receive the appropriate reporting on your investment in a project and Heritage can help to analyze the impact that is being reported through the project. 

Strategic Logistics