Philanthropic

Making a difference, your way

Everyone sees the world a little differently. That’s why Threshold Group associates start each new relationship with individuals, families, and foundations by listening. We want to see the vision you have of your world and gain a better understanding of the difference you want to make in it.

Then we can ask the questions that will help us get there, together:

What organizations are already doing good work in your area?
Where are the gaps?
What kind of support could be catalytic?
Are you seeking large-scale change, or feeling led to serve one special life at a time?
How can we plan to provide the kind of strategic investments that help creative solutions thrive?

From there, we explore the options, refine your vision, and develop a customized plan designed to fulfill your goals, create real impact, and sustain a legacy.

At Threshold Group, clients get one-on-one guidance, professional philanthropic advice, financial planning tools, and connections to people with similar interests who can help you navigate the complexities of the philanthropic landscape.

We’ll also help you build partnerships that can amplify your impact, support the administration of your gifts, and develop the resources and processes you need to help family, stakeholders, and board members feel informed and part of what you believe matters most.

Philanthropic Planning Services

  • Exploration and refinement of your vision
  • Goal-setting and measures of success
  • Planning with passion
  • Identifying and deploying resources
  • Creating a successful ecosystem for impact
  • Financial planning to achieve your goals