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Visionary Families
Giving Roadmap
About Us
Visionary Families
Giving Roadmap
About Us
Giving Roadmap
About Us

 FAQs

  • We serve generous individuals and families across the country. If you have a heart for helping your communities, and you have resources you’d like to see make a difference, we’re here for you.

  • We bring expertise and a proven process. Instead of guessing, you get a personalized giving strategy: we research causes, vet nonprofits, set up the right giving structure, and report back on impact. You benefit from our network and experience, so your donations aren’t just reactionary but focused.

  • We begin with a friendly call to learn your goals. Then we design a step-by-step plan and implement it together, from introductions to trusted organizations to involving your family. You’ll always know exactly how your gift is used and the difference it makes.