Strategic Philanthropy for Families Ready to Move from Vision to Action
You've done the work to establish your giving vehicle. Now comes the part that matters most: deciding where, how, and why you give. Plewes Advising works with a small number of families each year to help them give with the same intentionality and rigour they brought to building their wealth.
Custom Strategies for
Meaningful Philanthropy
You have the vehicle. You have the vision. What you need is a partner who can help you move from intention to action — with the rigour, expertise, and judgement to ensure your philanthropy creates durable change.
My job isn't to help you think about giving. It's to help you give — thoughtfully, strategically, and with confidence that your dollars are creating the change you care about.
Kim has been an instrumental thought partner for Greenbridge since the moment our foundation was ready to act. She helped us design our entire philanthropic strategy and built the processes and frameworks we needed to give with confidence and intention. More than five years later, she continues to oversee our grantmaking operations — having helped us deploy grants to 150+ organizations working on the issues we care most about. Kim doesn't just execute; she challenges our thinking, raises the bar, and consistently keeps the focus on what actually matters: real, meaningful impact. She has made our philanthropy more rigorous, more intentional, and genuinely more rewarding.
— Jason and Ann Green, Greenbridge Family Foundation
Transforming Uncertainty into Results
Effective giving is harder than it looks. When you're ready to act, the questions multiply fast: Which issues? Which organisations? One transformative gift or many targeted ones? Multi-year commitments or annual flexibility? Proven track records or catalytic early bets? And underneath all of it — how do you know your dollars are creating real, durable change, and not just funding compelling activities that feel good but don't move the needle?
These aren't questions you have to answer alone. I bring the frameworks, the judgement, and the experience to help you move through them with confidence.
Strategy & Design
You have the vehicle. I help you build the framework: how you'll give, to whom, on what terms, and why.
Ongoing Operations
From grant agreements to grantee relationships, I handle the work that keeps your philanthropy moving.
Rigorous & Personalized Due Diligence
I build a bespoke evaluation framework so every grant recommendation is measured against criteria that actually matter to you.
Family Alignment
Whether it's one generation or three, I help families give with a shared voice and vision.
Your Path to
Meaningful Philanthropy
Discovery
We start with a conversation. I want to understand not just your philanthropic goals, but how you think, what you value, and what success looks like to you.
Design
Together we build the framework: your giving strategy, decision-making criteria, and an approach tailored to your timeline, capacity, and ambitions.
Action
This is where intent becomes impact. Whether I'm leading the work on your behalf or serving as your thought partner, grants get made and dollars move to the causes that deserve them.
Evolution
Great philanthropy isn't static. As your foundation matures and the world changes, we refine, adapt, and deepen your impact over time.
Begin a Journey of
Impactful Giving
If you have the vehicle and the vision, I have the rigour and the experience to help you give with intention. I'd welcome the chance to learn more about what you're hoping to achieve and to explore whether we're the right fit to do that work together.