With passions identified and reinforced, a plan is needed to continue the journey. We help each individual craft a unique giving roadmap or Giving Plan™. The plan outlines the vision for the giving journey and designates milestones to celebrate along the way. This plan is created in concert with current and future financial goals to ensure synchronicity with life's investments.

Whether one plans to remain anonymous or wishes to add community involvement to the giving plan, there must be a gatekeeper mechanism to filter appropriate charities. Most individuals who wish to give do not have the time or capacity to appropriately handle each request that comes their way. It is also not always easy to say "no." Our Personalized Giving Website™ automatically determines whether an inquiring organization's cause matches a giver's passions. This system acts as a gatekeeper, allowing the giver to view only those charities that match their passions. This helps them to stay on course with the mission outlined in their Giving Plan™. It is simple, discrete and paperless.