The entire team at 1 North Wealth Services is dedicated to giving back to our community through volunteerism; pro-bono financial education services; charitable planning advisory services; complimentary board training on planned giving, major giving, donor stewardship, and building development programs; and board and committee service.
As a Chartered Advisor in Philanthropy (CAP®), I help both institutional clients, like non-profits, and individual clients accomplish their philanthropic goals. With more than a decade of philanthropic advising and non-profit management experience, our team is here to guide you in all things charitable.
On the institutional side, we provide guidance and training to maximize fundraising potential and on the individual side, we help clients give smarter and more tax-efficiently so they can maximize impact and realize their passions.
Our team also provides direct philanthropic support, when possible. Here are some examples of our local and national volunteer and philanthropic work:
