Wherever you are in your giving journey we are here to help you give generously, make an impact, and find fulfillment.
Services for Individuals and Couples
Voyager Philanthropy is here to support you in your giving journey. Our core services for individuals and couples include the Charting Your Course and Course Correction Packages. We also offer Additional Services designed to support your various philanthropy needs. More details below!
Charting Your Course
Voyager Philanthropy’s flagship six-session engagement for individuals and couples. We help you discover your why, build a framework for your giving, choose your giving vehicles, identify the organizations to support, and produce Your Philanthropic Road Map that you can carry forward for years.
What it is
A collaboration that builds a complete and durable philanthropic framework and road map for individuals and couples to carry forward for years, all designed around your passions and interests. At the end of our engagement, you will receive your customized Philanthropic Road Map.
On our course together, will utilize tools such as the Passions Map™ , The Voyager Compass™ Assessment, and the Philanthropic Asset Optimization Tool to guide our discussions, provide you with a deeper understanding of your giving and passions, and to identify the impact you want to make and how to begin. Your Road Map will include action plans to help you get started and stay on course after completion of this engagement.
Who it is for
First-time philanthropists who are entering into more formal giving
Established donors who have been giving generously but want clarity and intention
Founders and entrepreneurs shaping their giving pre- or post-liquidity
Timeline
6 weeks to 3 months*
*if you have a time-bound decision impacting your giving the Chartering Your Course timeline and package is adaptable to meet your needs. Please let us know any time-bound needs you have right away!
Begin with a complimentary Exploration Call
A free, 45-minute conversation about your giving, your goals, and Voyager Philanthropy’s services.
No obligation and no fee for this call. Click the link below complete the form to request your free Exploration Call!
Course Correction
A three-session refresh engagement for clients who have completed Charting Your Course and are ready for a framework refresh. We review what has changed, refresh the framework, and deliver an updated Road Map.
What it is
A refresh of the framework you built during Charting Your Course.
Who it is for
Returning Voyager Philanthropy clients who have completed the Charting Your Course and at least 18 to 24 months has passed since completion. The Course Correction can be conducted sooner when triggered by a meaningful life or financial event, a generational transition, or the evolution of your impact after putting your framework into practice.
Timeline
3 weeks to 6 weeks*
*if you have a time-bound decision impacting your giving the timeline and package is adaptable to meet your needs. Please let us know any time-bound needs you have right away!
Additional Services
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For new or existing clients. Phone, video, or email-based consultation on any topic your framework touches. Interpretation of CPA or attorney recommendations, one-off charity questions, family conversation prep, advice on unexpected gift opportunities.
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Voyager Philanthropy as your ongoing giving partner.
One 60-minute scheduled call per month; light email support between calls. VP as public-facing, decision-maker on a defined portion of giving portfolio and impact monitoring. -
On-demand vetting of organizations.
For clients who have surfaced new organizations or cause through their work, need to reevaluate a known charity, or want to evaluate an unsolicited ask of significant size. Voyager Anchor Score™ assessment available at one of three depths.
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For clients who want a structured look at their annual impact. This is an annual review of each grantee’s reporting, financial position, leadership stability, and program outcomes against your framework.
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Family meeting facilitation, legacy planning, convening services, representation services, initiative launches, and other defined-scope work.