Financially secure individuals and families who want to make a difference, face an avalanche of social needs and opportunities to help. Since nobody can “do it all,” thoughtful choices must be made. Achieving philanthropic, familial, and professional goals is not easy. Did you see ‘Brewster's Millions’ with Richard Pryor & John Candy (1985)? Read More
Net-Worth Criteria
Our philosophy is that YOU ARE NEVER:
- "Not That Wealthy."
Beyond a $75K annual income, having more money does not generate greater happiness (US 2017). - "Too Young."
Jennifer co-founded "WhyServe?" when there were no places for under 14-year-olds to volunteer. The inter-faith organization helped volunteer-oriented families to fill the gap and answer the young child's question, "Why?" - “Too Old.”
In fact, it’s quite the opposite. People with life experience have powerful opportunities to help others and continue learning themselves. - “Idle.”
These days, in our blessed circumstances, everyone is busy – flush with opportunities to work, play, learn, reflect, engage, love, and serve. - “Alone.”
Corporate Hartz is there to help leverage wealth, skills, and energy to enrich clients’ lives, so they continue to be servant leaders in the world.
To answer the original question: If you are reading this, you have enough money to engage Corporate Hartz and enjoy a seamless experience of making a difference!
When to Contact Corporate Hartz
Financial, Emotional, and Transitions
Financial
- Overlapping professional and personal causes and grant-making
- Preparing for a financial liquidity event or net-worth gain
- Approaching or experiencing a significant professional shift
Emotional
- Formalizing a civic legacy – moving from success to significance
- Cultivating stewardship in and relationships with the next generation
- Experiencing a catalytic event that inspires cause-specific involvement
- Wanting to take your philanthropy to the next level
Transitions
- Approaching or experiencing a significant life event
- Seeking to prevent/alleviate stress between/among the generations
- Making a geographic move or establishing a second home
Philanthropy engagements are customized and confidential!
These examples are illustrative:
Family Creating a Foundation
We hired Corporate Hartz because we did not want our financial good fortune to pull our family apart, as we’ve seen in the news. Jennifer helped us define governance, structure, priorities, degrees of freedom, processes, and plans for regular family meetings. Her counsel enriched our relationships and helped us make a difference with causes and organizations that are important to us as a group, sub-families, and individuals. Jennifer continues to help our family with grant research, and professional development for our young adult children.
Family with Young Children
We hired in Jennifer Hartz after hearing her talk about about how hard – in our socio-economic-educational circle - it is to raise children to understand spending, saving, charity, and personal responsibility. Corporate Hartz showed us how to maximize the impact of grants from our Donor Advised Fund for our favorite non-profits and for our kids. She met with each of us individually, just the kids, just us parents, and finally all of us. Jennifer quickly had a sense of what volunteering and donating would help us achieve our charitable goals and instill our family values.
Retiring Couple with Adult Children
We always gave money to charities, mostly in developing nations. However, because of our careers and children, we never made time to follow up to see if our donations accomplished anything. The kids grew up, and we were retiring shortly. Corporate Hartz helped us articulate what was important to us and how our life experience could be useful to others. She researched several organizations and presented several options for helping them in a significant way. We took it from there and are enjoying our retirement volunteer activities and seeing the impact of our money.
Young Professional Newlyweds
We wanted to develop our careers and make a difference in our community. We do well financially, but don’t have what we think of as “riches.” Jennifer expanded our concepts of “what we have to offer, and what we have to gain,” which led to so many great ideas of things we could do with our limited time and money. The three of us worked together to create a path forward for each of us. Corporate Hartz connected us with non-profits and volunteer roles we could pursue, in order to meet both of our stated objectives. Also, we feel more connected with each other!