Many people feel uncertain about how to connect their wealth and talents with their career, civic, and personal lives. We identify unique passions and craft opportunities for clients to join with their loved ones in meaningful service and create a legacy for future generations.
WHO CAN BENEFIT:
Financially secure individuals and families who want to make a real difference in the world, deepen personal bonds, enhance their profession, or thrive in retirement. People who cherish shared values, a sense of purpose, passion for causes, or desire to share wisdom with future generations, but just don't have the time or expertise.
WHAT WE DO:
Enable families to deepen their bonds and increase their impact on favorite causes. Provide counsel on developing grateful, caring and engaged children/grands raised in a land of plenty. Create opportunities for loved ones to have meaningful experiences together. Fill gaps often left by financial and legal advisors, efficiently and effectively.
HOW WE DO IT:
Explore individual & family values, assets, interests, and goals. Establish professional & servant leadership path(s). Conduct cause research, unearthing opportunities & gaps. Vet non-profit partners. Determine governance, roles, policies, & budgets. Define metrics & processes to monitor & improve social return on investment.
Do not settle for checkbook philanthropy.
Your family can do better.
STRATEGY
- Explore values, vision, and mission
- Establish governance and roles
- Define priorities and processes
- Determine decision criteria
- Use evaluation tools
OPPORTUNITIES
- Invest and contribute
- Charitable leadership
- Family volunteering
- In-Kind donations
- Personal and professional skills
OUR ROLE
- Partner with financial & legal advisors
- Facilitate individual & family meetings
- Support inter-generational alignment
- Research opportunities & issues
- Connect clients with nonprofits
BENEFITS
- Catalyze meaningful change
- Grow professionally and personally
- Share values with the next generation
- Take pride in civic leadership
- Activate full spectrum of assets
I have known and worked with Jennifer Hartz for many years. She has an instinct for helping individuals grow personally and professionally, for bringing multi-generation families together in pursuit of developing and sharing values, and for guiding them in financial and personal civic engagement. Corporate Hartz brings structure and support to clients’ philanthropy, ensuring donations are efficiently and effectively deployed to impact their social and environmental causes. This enables busy families and individual members to flourish.
-David Geller, CEO & Co-Founder, Joyn Advisors