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Strategic Philanthropy

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Working with Return on Good helps:

Establish Structure & Aligned Process for Giving

We are equipped to help Family offices that are ready to establish a Donor Advised Fund or a Foundation and have an idea of the amount and benefits, but do not yet have a clear vision on how they want to distribute funds, or work through the process.

Create a Strategic Philanthropy Plan Focused on your Passion

When a family has decided that they would like to be more intentional in charitable giving. The focus is on leaving a legacy and creating a long term strategy that involves all family members, aligning goals around their passion areas and big projects.

Capture Digital Memories and Giving Stories

For individuals who want to honor the work that their family or foundation has done, we create legacy videos that can be presented as a gift. We capture video interviews from those recipients of their philanthropic giving, joined with interviews with the family.

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How We Work with Clients

Each client is a unique strategy based on their family and priorities.

Through an in-depth discovery process, we truly get to know and understand the dynamics of your family and passions. With a clear framework, we assist in moving to finished plans.

Explore our 8-step process in the document below:

Return on Good – Philanthropic planning overview

Client Work Examples

Planning Process

In 2022, retired business owners Claude and Mary Greiner knew it was time to get their affairs in order. While they had always given of their time, talent and treasures, figuring out a plan for their estate—with thousands of acres of farmland, show cattle, buildings and more—felt overwhelming.

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Legacy Video Assets

Return on Good worked with Claude & Mary’s family to create two videos, one that was a legacy for their children and grandchildren that shared their history and philanthropic passions. Another that shared viewpoints from key leaders in the community.

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Want to Learn More?

Want to learn more about how we can help you align your family’s philanthropic goals and visions? Contact us today!

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