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home transform philanthro top of page helping institutions thrive in an intermediated giving environment philanthropic capital is increasingly structured upstream through wealth advisors donor advised fund sponsors family offices foundations and institutional giving platforms before charities ever see it transform philanthropy helps charities wealth firms sponsors and national organizations position themselves to operate effectively in this new reality turning complexity into clarity resilience and stronger capital pathways the systems shift the capital chain has changed philanthropic capital no longer moves simply from donor to charity today key giving decisions are often shaped earlier inside advisory conversations family wealth planning donor advised fund platforms collaborative vehicles and institutional capital structures this shift creates both risk and opportunity organizations that understand the new capital chain strengthen visibility increase resilience and build more durable access to philanthropic assets those that do not risk becoming less visible to the advisors platforms and decision makers increasingly shaping charitable flows who we serve strategic advisory across the full philanthropic capital chain charities foundations become more visible advisor ready and structurally attractive to donor advised fund and itermediary driven capital wealth advisors firms build philanthropic fluency that deepens client relationships strengthens multi generational planning and expands strategic relevance transform philanthropy helps advisors family offices and institutions navigate the design use and implementation of philanthropic capital across increasingly complex wealth systems daf sponsors improve advisor activation platform adoption and log term growth across increasingly competitive sponsor ecosystems national organizations networks design scalable philanthropic pathways that strengthen affiliates chapters coalitions and distributed impact systems strategic engagements sophisticated advisory for a more structured giving economy daf strategy ecosystem design strategic guidance for institutions designing evaluating or evolving donor advised fund and philanthropic capital platforms advisor education field activation practical learning systems that help advisors confidently integrate philanthropy into client strategy and legacy conversations revenue resilience for charities tomorrow s strongest charities will not simply be built to receive capital at the moment of transfer they will be built to capture steward and reactivate donor intent years earlier inside advisor conversations daf pathways planned giving discussions and long term legacy decisions transform philanthropy helps organizations strengthen the systems messaging and visibility required to hold philanthropic intent across extended timelines creating more resilient future revenue foundation platform formation advisory support for institutions building new philanthropic structures governance models and long term giving platforms vehicle architecture for complex problems transform philanthropy helps families institutions sponsors and collaborative ecosystems determine which philanthropic vehicle best fits the structure timeline governance demands and coordination complexity of the problem they are trying to solve from daf sleeves and family pathways to pooled collaboratives catalytic funds and leadership layer infrastructure this work ensures that capital moves through the right institutional design next generation wealth philanthropy readiness transform philanthropy helps advisory firms evolve from portfolio vendors into family capital architects by strengthening continuity systems philanthropy fluency governance conversations and next generation learning pathways this work helps firms remain indispensable as wealth values and decision making transfer across generations featured frameworks proprietary thinking for institutional decision makers our work is grounded in proprietary frameworks that help leaders navigate increasingly complex philanthropic systems with confidence featured frameworks include the daf attractive charity framework the philanthropic capital system intermediated giving these tools help organizations move beyond tactical fundraising into structural positioning pathway design and long term institutional advantage latest insights executive video briefings short strategic briefings on the forces reshaping philanthropic capital topics include why dafs represent resilient revenue how advisors influence giving upstream what sponsors and charities are missing concise insights designed for senior leaders boards advancement teams and sector decision makers championing the sustainable development goals transform philanthropy aligns its efforts with the united nations sustainable development goals particularly emphasizing the importance of partnerships in achieving these global objectives we actively encourage our partners charities corporations and individual donors to connect their initiatives with relevant sdgs fostering a collective approach to philanthropy by promoting collaboration and innovative thinking we aim to advance the cause of social impact and drive progress towards a more equitable and sustainable future about mike todd systems insight built across wealth and philanthropy with 12 years in wealth management followed by deep specialization in philanthropy strategy mike todd brings a rare cross sector perspective to donor advised funds family philanthropy and institutional giving systems his work sits at the intersection of advisor behavior sponsor design charity positioning governance and capital infrastructure transform philanthropy was built to help institutions operate more effectively in the increasingly intermediated environment where philanthropic decisions are now shaped connect with us we would love to hear from you reach out to discuss how we can support your philanthropic initiatives first name last name email message submit thank you for getting in touch 2024 transform philanthropy all rights reserved bottom of page