You want to give well. Let's figure out how.
The Joyful Giving Session is a personalized one-on-one with Richard for donors who want to understand their options, align their giving with their values, and make a plan that actually fits their life.
THE PROBLEM
Giving shouldn't feel this complicated.
You care about the cause. You know you want to give. But somewhere between the bequest options and the trust structures and the tax implications and the conversation about what happens after you're gone, the whole thing starts to feel like homework. So you put it off. The intention stays, the plan doesn't.
Most people have no idea how many options they actually have, or how simple most of them really are. A good conversation with the right person can change that in an hour.
WHAT IT IS
A real conversation, not a consultation.
The Joyful Giving Session is a one-on-one session with Richard, structured around your giving goals, your financial picture, and the causes you care about. He's not trying to sell you a product or push you toward a particular gift type. He's here to help you understand your options clearly enough to make a decision you feel good about.
Richard brings a law degree, a CFP designation, and a Chartered Advisor in Philanthropy credential to the conversation. More than the credentials, he brings genuine curiosity about what you actually want your giving to do and a real gift for making complicated things feel simple.
WHAT'S INCLUDED
What a strategic advising engagement looks like
A discovery conversation about your giving history, your values, and what you want your legacy to reflect
A plain-language walkthrough of the gift options that make sense for your situation
A simple plan you can take to your attorney or financial advisor to finalize
Guidance on gift structures including bequests, beneficiary designations, charitable gift annuities, trusts, and donor-advised funds
Honest perspective on what each option means for you, your family, and the organizations you care about
This session is for you if...
You've been meaning to update your estate plans and keep putting it off
You want to make a meaningful gift to an organization but aren't sure what form makes the most sense
You've heard about planned giving but don't really know what it means or whether it applies to you
You want someone to explain your options honestly without trying to steer you toward a particular outcome
You'd like to give more and give smarter but don't know where to start
Note: The Joyful Giving Session is for individuals and families. If you're a nonprofit looking for gift planning consulting, visit the Gift Planning for Nonprofits page.
TESTIMONIAL — Individual donor or family client
— Testimonial
