Philanthropic Financial Planning for Individuals & Families

Connecting individuals to impact.

You want to make a transformational difference, we make your social impact vision a reality. Foundation X works with you at any stage, and along the entirety of your philanthropic journey, to achieve your goals and help make the change you want to see in the world. 

We deliver impact.

With nearly 65% of giving in the US coming from individuals, Foundation X knows the profound impact that even the smallest acts of generosity can have in the community. That’s why we seek to understand our clients’ visions for social impact, translate those visions into action and, ultimately, unlock even more goodness to shift the world forward.  

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Philanthropic Advice

Philanthropic Advice

Our tailored approach to philanthropic advice allows you to do the most with your resources, generating a larger impact and achieving your goals.

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Social Impact Vision & Strategy

Social Impact Vision & Strategy

We help keep your mission front and center by identifying strategic, high-impact targets that align with your broader values.

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Giving Vehicle Recommendations

Giving Vehicle Recommendations

Starting with your end goal and desired impact in mind, we will provide the best recommendations for giving solutions and vehicles.

Legacy Planning Workshops

Legacy Planning Workshops

Our legacy workshops guide you through a series of unique exercises that help you process, understand, and articulate the way you'd like to achieve impact.

Intergenerational Philanthropy Conversations

Intergenerational Philanthropy Conversations

As 21/64 trained advisors, our team will faciliate a series of conversations between you and your family, aligning values and ideas, and developing cohesive family strategies.

Giving Alignment

Giving Alignment

We align your current and future giving to an overarching strategy, allowing you to articulate the entirety of your impact.

Leading by example.

We believe that the commitment to real, tangible change starts with us. That’s why Foundation X reinvests all the revenue generated directly back into the efforts of our nonprofit partners.

Empowering the changemakers.

Your passions, interests, and social impact goals are unique. That’s why we start with active listening, hearing your vision for the future. We then empower action, expanding your efforts and capabilities.

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