Your Roadmap to Philanthropy
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At Giving Well we believe philanthropy should be an integrated part of an overall investment portfolio. Financial portfolios and philanthropy go hand in hand and perform best when well researched, diversified and balanced.
Giving Well will provide you and your clients with the tools to evaluate and identify well managed charities that will maximize your investment. As a financial advisor you will provide a value added component to your clients' overall portfolio.
Informative and interactive workshops are offered to individuals and groups with the desire to create and fulfill their philanthropic vision.
At Giving Well our programs will help you focus on your goals and values and guide you through the decision making process leaving you with your Roadmap to Philanthropy and a lasting legacy for the future.
"I had an opportunity to work and learn from Sharon as she led the ZAG Heartbeats philanthropic initiative & volunteer committee which was an exciting undertaking by ZAG Group in Vancouver. She was an incredible leader and cornerstone for the entire project as she is an effective strategist and a wealth of information. I'm very grateful for her invaluable mentorship when it comes to philanthropy, making impact worldwide, and the art of giving. "
Founder and Marketing Consultant at The Meme Factory
"Giving away money is easy. Giving away money well is fiendishly difficult" - Warren Buffet
Giving Well provides educational workshops and customized programs to help you build your Roadmap to Philanthropy. At Giving Well we provide innovative philanthropic solutions for business, individuals and financial advisors.
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Giving Well recognizes the challenges businesses encounter in attracting and retaining employees, specifically millennials. A recent study by Deloitte confirmed 6 out of 10 millennials said a sense of purpose is part of the reason they chose to work for their current employer.
Giving Well will provide you a customized giving program to address these challenges and provide the added benefits of an improved corporate culture, increased profile in the community, and a value added educational program for your valued employees.