How we can help

Introductory meetings are always complimentary and allows us to determine if we are the right fit for you.

What is the mission of Sunstone Charitable Advising, LLC?

Our mission is to instill joy, optimism and empower clients to discover their true place in changing the world.

Services for Wealth Management Offices and Clients

Confidential concierge short and long-term philanthropic planning for clients looking to establish giving plans for their donor advised funds or complex assets
Nonprofit research, vetting and matching for clients’ interest areas, including anonymous intake interviews with nonprofits for institutional readiness
Communication templates for client's philanthropy needs such as vision statements, planning and external language
Strategic review of gift agreements and letter of intents for gift arrangements

Services for Nonprofits

Build major and planned gift development plans through analytics of organization’s structure and donor base
In depth research that match grantors with your organization’s mission
Meaningful solicitation training for gift team with examples, scripts and role play
Develop and create transformative case statements for donor solicitations
Proposal writing