The first step to strategic giving is planning. We help clients understand and plan their goals and vision for their giving. This is accomplished through various discussions, interviews, and written assessments.

We have discovered that clients seek planning consultation for a variety of reasons. Some donors have not developed a consistent long-range plan for their giving due to work pressures and lack of time. Some experience a liquidity event which creates a new giving opportunity. Others seek experienced advice because they feel their previous giving has been erratic or less effective than desired. Yet others sense they lack a cohesive strategy and desire to be more focused and intentional. And some are merely overwhelmed by the host of giving opportunities available to them.

Calvin Edwards & Company helps donors think through their giving strategically and methodically. Donors are then ready to allocate funds for gifts.