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Join us for a guided process of self-knowledge, passion, and action. We take you from a longing for legacy to a strategy that will get you there—incorporating your personal history and interests, the structure of your assets, and a plan to measure your impact.
Entrepreneurs, executives, and high performers are already stewards and mentors of LIFE: leadership, influence, finances, and expertise. But to make life count, what comes next? How can you amplify your present and future, even beyond your time? Is there a path to operating on a higher plane?
If you’ve arrived at questions like these, you’re ready. Eastport’s philanthropic coaching applies strategy plus brilliant execution—the mathematics of which boost your bottom line as well as your impact. Here’s how.
First, what are you passionate about? When you start with what’s most meaningful to you—something that ignites your heart, perhaps springing from your personal story—you get more by being the giver than the recipient. This is no one-way transaction.
Some people give money to projects simply because they’re asked, and may not consider high administrative costs or the ‘ROI’ of street-level impact. We’ll help you focus on more than optics to make more genuinely happy endings possible.
To plan for sharing your wealth, consider not only what you want to do, but who you want to be. Once you have your investments, retirement, succession, and businesses taken care of, cast the same lens on your family’s lasting impact.
Then we identify your pillars of impact to create a blueprint for your choices going forward. How, and why, will you ignite a habit of giving into your life? What would give you joy and catharsis?
A Lifestyle Cap rewires your grip on money—or, rather, it rewires money’s grip to you, unlocking resources and aligning your pursuit of money with your personal and spiritual values or faith.
What organizations share the same ideals and see the same issues? How are they set up to make the greatest possible direct change? Do you want to build a partnership or new organization to meet an unmet need?
The Impact Plan outlines the pace, style, quantity, and quality of your giving over time, stretching the money you give to its maximum effect and designing to shift as you evolve in your philanthropic goals.
The Impact Utility Check is measurement, building in status reports and follow-up to see good change through to fruition—or to make adjustments for the greatest possible effect on a problem or need.
The pursuit and protection of money can swallow you whole, trapping you in fear. The way out is to reconsider the utility of wealth. Once you have what you need (and even what you want), and in every colour—what does your wealth add to the story of you? This is the starting point of your philanthropy.
Giving isn’t only quantitative—a percentage of your wealth—but also qualitative. A plan isn’t complete without consideration of how you want (your assets) to show up in people’s lives.
It’s not only about money. It’s about influence, leadership, expertise, and access to networks, and matching the right challenges with the right people.
Don’t just figure out how to disseminate assets. Plan well to multiply their effect. Think a basket of apples versus seeds for an orchard.
To fund good work, we need clarity in the heart as well as clarity on a cause’s maturation—organizational zeal, public awareness, change readiness. Choosing the right destination for our funding is as important as knowing our purpose.