SERVICE OFFERINGS+

DESIGNED TO MEET EACH CLIENT WHERE THEY ARE

OUR REFINED SUITE OF SERVICES

  • OPTION ONE

    PHILANTHROPIC CONSULTATION

    Also known as “the Discovery Session”.
    In this curated 90-minute to half-day session, we unpack your values, revisit past giving, and cast vision for your next chapter.

  • OPTION TWO

    STRATEGIC ADVISORY SESSIONS

    These 1-3 month engagements are a way to dive deeper into your philanthropic identity and roadmap. We co-create your philanthropic framework, brand story, and giving plan.

  • OPTION THREE

    RETAINED PHILANTHROPIC MANAGEMENT

    This is our most immersive offering. A fully integrated, executive-level partnership from strategy and structure to charity vetting, storytelling, reporting, and legacy planning.

  • OPTION FOUR

    SPEAKING ENGAGEMENTS

    From executive retreats to global keynotes, I speak to foundations, leadership teams, and donor audiences in an effort to inspire them and help them to reimagine philanthropy from the inside out.

PHILANTHROPIC CONSULTATION

    • Pre-session discovery questionnaire

    • Live strategy session (60-90 minutes)

    • Post-session Clarity Summary (PDF)

    • Optional curated referrals or next-step recommendations

  • $2,500.00 CAD
    With a $1,000.00 CAD credit towards future services.

Donor connecting with Wave Philanthropy for services.

STRATEGIC

ADVISORY SESSIONS

    • Vision & values workshop

    • Foundation structuring and governance design

    • Strategic giving plans

    • Opportunity & issue area mapping

    • Brand and storytelling direction

  • Foundation Tier (includes 3 sessions)
    $6,000.00 CAD

    Momentum Tier (includes 6 sessions)
    $9,000.00 CAD

Founder of Wave Philanthropy sharing mission and story.

RETAINED PHILANTHROPIC MANAGEMENT

    • Annual giving strategy, implementation, and delivery/disbursement

    • Charity due diligence & partnership management

    • Governance & reporting oversight

    • Legacy storytelling & digital presence

    • Experiential philanthropy design for family and community engagement

  • Essential Tier: $3,000-5,000 CAD/month
    Light oversight for philanthropic portfolios under $1M/year.

    Premium Tier: $7,000-8,000 CAD/month
    Expanded support with storytelling, reporting, and strategic planning.

    Executive Tier: $10,000+ CAD/month
    Full-service oversight for complex foundations and legacy family offices.

Donor connecting with Wave Philanthropy for services.

THOUGHT LEADERSHIP & SPEAKING ENGAGEMENTS

    • The Future of Philanthropy

    • Experiential Giving & Legacy Design

    • How to Build a Culture of Generosity

    • Storytelling as a Strategy

  • Local Talks (1 Hour)
    $2,500.00 CAD

    Keynotes & Panels
    $5,000-10,000 CAD

    Workshops/Half-Day Retreats
    $7,500-10,000 CAD

    Full-Day Engagements
    $10,000+ CAD

    *Discounted rates may be available for community organizations or registered non-profits.

Founder of Wave Philanthropy sharing mission and story.

READY TO ENHANCE YOUR PHILANTHROPIC JOURNEY?

LET’S TALK

Whether you’re a first-time donor or a seasoned philanthropist looking to deepen your impact, our team is ready to help enhance your philanthropic journey.