Philanthropic Planning for Individuals & Families

Connecting individuals to impact.

We believe philanthropy is deeply personal. It’s an extension of who you are, your values, your family, and your lives purposes. That’s why our approach to personalized philanthropy begins with you.

Foundation X helps guide individuals and families through every step of their philanthropic journey, helping turn good intentions into strategic giving plans that align with your mission and values. Whether you are seeking clarity, structure, or inspiration, we’re here to support you.

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. From one-time advice to full service philanthropy planning, we support individuals and families with philanthropic advice, decision-making frameworks, and long-term strategies. Our goal is to make your generosity go further, helping further your giving goals into measurable outcomes that reflect your values and ambitions.

We work with change makers at every stage of their journey from first-time donors exploring their options to families managing private foundations, donor-advised funds, or other giving vehicles. Every recommendations is tailored, built on your unique story and social impact aspirations.

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Philanthropic Advice

Philanthropic Advice

We help guide individuals and families through every step of their philanthropic journey, helping turn good intentions into strategic giving plans that align with your mission and values. Whether you're seeking clarity, structure, or inspiration, we're here to support you.

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Social Impact Vision & Strategy

Social Impact Vision & Strategy

We help you build a social impact vision and impact-driven strategy to target measurable outcomes and mission-aligned partnerships.

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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.

Foundation X Team

Empowering the changemakers.

You know your purpose. We help you expand it. Through mission-driven giving, hands-on support, and strong nonprofit partnerships, we help families and individuals channel their generosity into sustained, impact-focused philanthropy.