Influential individuals and their families are often overwhelmed by requests for charitable gifts, but few have a clear and focused philanthropic philosophy that guides their decision-making in giving. Morris and Larson Advisors works with our clients to pivot from reactionary giving to strategic philanthropy based on personal values and family goals. The Leader Philanthropy process includes a review of current giving patterns, a discovery of family interests through dynamic dialogue, and the establishment of metrics and reporting mechanisms for impact assessment.

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