Giving with Care

Strategic Philanthropy is the act of crafting and executing a customized and integrated giving plan. It is a key step toward maximizing the effectiveness of your giving, an equally important part of deriving pleasure and a sense of accomplishment from your philanthropy.

OPUS is not a financial planning firm. Our expertise is in the area of effective mission based gifting. Our role is to help you formalize an overall strategy for how to give strategically and evaluate the impact of your giving on the issues you care about and the organizations you support. We act as a member of your financial team in conjunction with financial advisors, a Family Office or your family and personal assistants.

Expertise and Services

Partnership

Evaluation