Joshua Chadajo

JEC Philanthropy

Overview

Josh is a philanthropic advisor who helps high-net-worth people enjoy and excel at giving away money. 

JEC Philanthropy is looking to worth with:

A. Individuals/Families who have significant resources and recognize that they could use a philanthropic partner, similar to how they have an advisor in every other area of their financial life. The desired could include figuring out (a) what they want to accomplish with their giving in general, (b) where they should give in particular, and (c) how to make the entire philanthropic enterprise more enjoyable

Typical profiles include:

* Someone who has the opportunity to give more -- or even start giving -- as a result of inheriting money, selling a business or a change in personal situation (death, divorce)

Someone who has been giving away a lot of money but realizes they have no strategy

* Someone with no heirs

* Someone who makes their first big gift and is suddenly inundated with other requests for support

B. Anyone who has a trusted relationship with individuals/families who have significant resources, including wealth managers, lawyers (especially trust & estate lawyers), CPAs and other professional advisors.

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