Is your philanthropy on auto-pilot?
Charitable Gift Review & Analysis
Examine your 2022 – 2024 giving now
To empower yourself for 2025… and beyond!
What is this exactly?
This process first produces a comprehensive, easy-to-understand record of the gifts you made from 2022 – 2024. It then highlights underlying trends in your giving and empowers you to proactively take charge of your philanthropy in 2025.
You will now have at your fingertips:
1.1A clear record of the organizations you supported from 2022 – 2024, the amounts you gave and the purpose of each gift.
2. An explicit understanding of why you contribute to these specific organizations.
3. Insight into your funding priorities based on actual giving.
4. A practical guide to help you give more, give better and give with more joy in 2025.
This sounds great, but I’m not a billionaire. Is this really for me?
If you give away – or could give away – $50,000 or more per year, then yes, this is for you!
Ok, I’m interested, but the process needs to be easy. How does it work?
It’s a simple four-step process.
Step One
You share your donation information however you have it: scraps of paper, random emails, a Word document, the relevant page(s) from your tax return or the history from your donor advised fund.
Step Two
JEC Philanthropy captures the relevant information in a gift-tracking document.
Step Three
You review with JEC Philanthropy why, specifically, you give to each organization.
Step Four
JEC Philanthropy analyzes the data and shares the results with you. These insights can guide your charitable giving in 2025.
That’s all it takes.
That sounds easy enough. How much does it cost?
The one-time fee is $950. Even better, the entire $950 is refunded if you choose to become a JEC Philanthropy client.
There is also a two-year review & analysis option available for $750. You can still take advantage of the refund benefit.
I’m in! How do I start?
Easy. Simply sign up or contact me!
