We customize services to support each client’s unique needs.
We invest time in understanding our clients’ aspirations to provide solutions based on goals and priorities.
mission alignment
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Support clients to achieve the societal impact and personal satisfaction that stems from effective philanthropy.
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Strive to fully leverage investments and grantmaking to align mission and optimize the impact.
grantmaking & foundation management
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Navigate legal, compliance, and investment complexities and create operating plans for our clients, including a clear articulation of funding priorities, policies, grantmaking processes, and customized communications.
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Manage the foundation’s accounting, reporting, and governance requirements, allowing the funder to focus on philanthropic goals.
philanthropy advice
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Maximize the impact, influence, and reach of clients’ charitable dollars through high-touch advisory services.
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Work closely with wealth managers and other advisors.
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Bring the needed resources, people, and organizations together to build philanthropic strategies that make real social change.
a partner to wealth advisors
harp-weaver partners with wealth advisors to provide philanthropy services and as a result these firms have deepened their role as a trusted advisor, expanded capacity to provide valued services, and ultimately strengthened client relationships. Partnering with harp-weaver means:
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Incorporating philanthropy topics into communications and client|prospect events.
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Helping clients articulate their unique philanthropic vision.
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Presenting, explaining and planning for charitable gifting vehicle options.
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Connecting donors to creative grantmaking approaches.
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Managing the administration of charitable gifting vehicle.