SERVICE OFFERINGS
At WAVE Philanthropy, we offer a refined suite of services designed to meet each client where they are and guide them toward where they want to be. Our tiered model reflects the natural evolution of giving: from exploration to structure, from strategy to legacy. Each offering is tailored, immersive, and intentionally personal.
Whether you’re a first-time donor or a seasoned philanthropist looking to deepen your impact, our services are crafted to honour your values, elevate your vision, and transform generosity into something truly unforgettable.
THE DISCOVERY SESSION
PHILANTHROPIC CONSULTATION
Where giving begins — a bespoke consultation to shape your philanthropic path.
Also known as “The Discovery”, this curated 90-minute to half-day session works towards unpacking your values, revisit past giving, and cast vision for your next chapter. It’s perfect for those seeking thoughtful guidance before diving deeper.
WHAT’S INCLUDED:
► Pre-session discovery questionnaire
► Live strategy session (90-180 minutes)
► Post-session Clarity Summary (PDF)
► Optional curated referrals or next-step recommendations
IDEAL FOR:
Individuals or families looking to make their giving more focused, meaningful, and aligned with personal or shared values.
STRUCTURE | SOPHISTICATION | STRATEGY
STRATEGIC ADVISORY SESSIONS
Project-based intensives for visionaries ready to build with intention.
These 1-3 month engagements are designed for individuals, families, foundations, or values-based businesses seeking a deeper philanthropic identity and plan. Together, we’ll co-create your strategy, brand story, and giving framework — ensuring both heart and structure are in place.
WHAT’S INCLUDED:
► Vision & values workshop
► Foundation structure and governance
► Strategic giving roadmap
► Issue-area mapping & opportunity design
► Brand identity and storytelling guidance
IDEAL FOR:
Private foundations, family offices, and philanthropic leaders seeking expert guidance in planning, structuring, or scaling impact.
OVERSIGHT | EXECUTION | PEACE OF MIND
RETAINED PHILANTHROPIC MANAGEMENT
A fully integrated, executive-level partnership.
This is our most immersive offering. As your embedded, accessible Director of Philanthropy, we oversee your entire giving ecosystem — from strategy and structure to charity vetting, storytelling, reporting, and legacy planning. This is how legacy is lived, not just left.
WHAT’S INCLUDED:
► Annual giving strategy, implementation, and delivery/disbursement
► Charity due diligence & partnership management
► Governance & reporting oversight
► Legacy storytelling & digital presence
► Curated philanthropic experiences (local + international)
IDEAL FOR:
Individuals, companies, families, and/or private foundations seeking a trusted partner to manage their philanthropic portfolio with discretion and precision. Perfect for those who value strategic impact, want to deepen personal engagement in giving, and prefer the confidence of knowing every detail—from charity vetting to legacy storytelling—is handled by an experienced, hands-on Director of Philanthropy.
IMPACT | EXPERIENCE | ADVENTURE
THOUGHT LEADERSHIP & SPEAKING ENGAGEMENTS
Inspiring audiences to reimagine philanthropy — from the inside out.
From executive retreats to global keynotes, I speak to foundations, leadership teams, private companies, and donor audiences about making generosity more personal, immersive, and transformative.
SIGNATURE TOPICS:
► The Elements of Philanthropy
► Experiential Giving & Legacy Design
► Storytelling as a Strategy - Turning Donors into Legacy Architects
► How to Build a Culture of Generosity (That Actually Sticks)
► The Generosity Lab - Designing Your Personal Giving Blueprint
► Unexpected Roads to Purpose: - Beyond Academia & Industry
Note: Discounted rates may be available for community organizations or registered non-profits.
INTERESTED IN OUR SERVICES?
LET’S START WITH
A CONVERSATION
We customize every partnership to fit your goals, your family, organization, company, and most importantly — your vision. Whether you’re just getting started or looking to evolve your philanthropy, we’re here to help you create something truly meaningful.