Individuals, advisors and nonprofits come to me because they want their giving to mean more. We bring focus, helping generous donors feel more intentional and less reactive, work collaboratively with advisors, and add capacity to nonprofits.  I bring deep technical experience with the intricacies of taxes, estate planning, impact investments, planned giving, and charitable structures including DAFs, charitable trusts, private foundations, impact investments, non-cash assets, etc., while also honoring and connecting the human conversations around family, legacy, values and purpose.

As a Chartered Advisor in Philanthropy (CAP), and an Accredited Estate Planner (AEP) I have more than 30 years experience as a senior wealth advisor, financial planner, nonprofit board member, and founder.

Aligned Giving, LLC is a Vermont based, independent philanthropic advisory firm dedicated to helping individuals, families, nonprofits and like-minded financial advisors create thoughtful impact by aligning their financial plans & resources with their core values and social vision.

We are independent and not beholden to any private bank, wealth-management firm, local community foundation, trust company, university or other conflicted entity. We do not sell products. We do not manage portfolios or receive fees for assets under management. We use a step-by-step process to craft sustainable charitable giving strategies and a roadmap that is both tax-efficient and purpose-driven.