Money Quotient, a nonprofit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.

As You Sow, a nonprofit promoting environmental and social corporate responsibility through shareholder advocacy, coalition building, and innovative legal strategies.

Women Donors Network, a community of women who are committed to giving generously for progressive social change and to building a just, equitable, and sustainable world. Here is a great video on WDN’s strategy.

Interfaith Center on Corporate Responsibility (ICCR), a coalition of institutional investors building a more just and sustainable world by integrating social values into corporate and investor actions.

American Sustainable Business Network (ASBN), a multi-issue membership organization developing and advocating solutions for policymakers, business leaders, and investors that support an equitable, regenerative, and just economy that benefits all⁠—people and planet.

Civic Alliance, a nonpartisan coalition of businesses in support of fair and transparent elections, in which voting is safe and accessible.

Corporate Accountability, waging strategic campaigns that compel transnational corporations, and the governments that do their bidding, to stop destroying health, human rights, democracy, and the planet.

The Savvy Life helps people transform their lives by looking at their finances from a lifestyle perspective, planning where they want their money to go, and implementing the habits to make that plan a reality.

iGiftFund is the Donor Advised Fund (DAF) we often use with our clients to help them with their charitable giving plans.