top of page
Philanthropic Strategy & Impact

The Philanthropic Strategy & Impact Advisory Retainer is an ongoing advisory relationship for clients who want a trusted thought partner as their philanthropy evolves.

​

This engagement provides continuity, discipline, and perspective over time—supporting donors and organizations as they refine strategy, strengthen governance, and make thoughtful decisions in moments of growth or transition.

​

The focus is not on day-to-day execution, but on clarity, alignment, and long-term impact.

IMG_0293.jpg
DETAILS

Who This Engagement Is For

  • Family foundations

  • Individual philanthropists

  • Philanthropic collaboratives or giving circles

SCOPE OF THE ENGAGEMENT

  • Quarterly strategy sessions 

  • Grantmaking philosophy and impact alignment support

  • Governance and board advisory

  • Decision support during leadership or strategy transitions

  • Ad hoc consultation via email or phone 

duration

  • 12 months

IMG_20231111_160027_edited_edited.png

If you are seeking a steady thought partner for your philanthropy, we invite you to begin the conversation.

by appointment only

MacDonald Wealth Associates, LLC (“MWA”) is an investment adviser registered with the State of Nevada. Registration as an investment adviser does not imply a particular level of skill or training. Advisory services are offered only where MWA and its representatives are appropriately registered or exempt from registration. Information on this website is for informational purposes only and does not constitute individualized investment, tax, legal, or accounting advice. Investing involves risk, including the possible loss of principal. The Firm ADV is available upon request.

© 2026 MacDonald Wealth Associates. All rights reserved.

bottom of page