Empowering people who care about impact

Personalized Solutions for You

Navigate today's most critical philanthropy challenges with proven strategies, step-by-step solutions, and actionable quick wins.

Trust-Based Philanthropy: Balancing Trust & Accountability

Donors seek equity and authentic Donor Concierge Planning, but tension arises when there may be a perception of misuse.

Pain Points
icon_error oct icon Power dynamics between funders and grantees
icon_error oct icon Lack of accountability frameworks
icon_error oct icon Grant misuse risks and trust erosion

Step-by-Step Solution
icon_check_alt icon Define clear expectations collaboratively with grantees
icon_check_alt icon Monitor through relationships, not micromanagement systems
icon_check_alt icon Adopt a 90-day playbook for handling grant misuse (assessment → communication → resolution → learning)

Quick Wins
icon_star icon Review grant templates for trust-based language
icon_star icon Pilot ‘trust but verify’ relationship dashboards
icon_star icon Add informal check-ins with current grantees

International & Cross-Border Giving

Donors increasingly want global reach, but face tax, compliance, and due diligence challenges.

Pain Points
icon_error oct icon Limited US tax deductions for international giving
Vetting organizations abroad effectively
Complex transfer processes and compliance

Step-by-Step Solution
icon_check_alt icon Use US-based fiscal sponsors or DAFs with global reach
icon_check_alt icon Establish due diligence frameworks (financials, compliance checks, community validation)
icon_check_alt icon Structure giving efficiently (bundle gifts, multi-year commitments)

Quick Wins
icon_star icon Research fiscal sponsors for international giving
icon_star icon Vet 2-3 international organizations this quarter
icon_star icon Open DAF with international capability

Technology & AI in Philanthropy

Donors need tools that improve transparency, efficiency, and personalization without eroding trust.

Pain Points
icon_error oct icon Digital overwhelm and platform confusion
icon_error oct icon Data security and donor privacy concerns
icon_error oct icon ROI uncertainty on technology investments

Step-by-Step Solution
icon_check_alt icon Audit existing digital giving platforms for effectiveness
icon_check_alt icon Add AI for prospect research, predictive analytics, and personalized communications
icon_check_alt icon Implement strong data security & donor privacy practices

Quick Wins
icon_star icon Test mobile donation flow user experience
icon_star icon Explore AI prospecting tools with pilot program
icon_star icon Update data security policies and practices

Next-Generation Family Engagement

$124 trillion in wealth transfer is reshaping giving. Next-gen wants meaningful involvement, climate focus, and digital tools.

Pain Points
icon_error oct icon Misaligned values between generations
icon_error oct icon Generational conflict over giving priorities
icon_error oct icon Lack of structured engagement processes

Step-by-Step Solution
icon_check_alt icon Create shared family values + philanthropic mission statement
icon_check_alt icon Use tech platforms for inclusive decision-making processes
icon_check_alt icon Formalize succession planning (advisory roles, gradual leadership transition)

Quick Wins
icon_star icon Schedule family giving meeting this month
icon_star icon Pilot a digital grantmaking platform trial
icon_star icon Take next-gen on grantee site visit

Tax Benefits & Charitable Deductions (2025 Tax Law Changes)

The One Big Beautiful Bill Act reshaped giving incentives. Donors need clarity to maximize deductions.

Pain Points
icon_error oct icon Confusion about new itemization rules
icon_error oct icon Missed opportunities for non-itemizers
icon_error oct icon Poor timing of charitable gifts

Step-by-Step Solution
icon_check_alt icon Understand the new rules: $1,000/$2,000 universal deduction (2026), SALT cap increase, estate exemption changes
icon_check_alt icon Assess itemization vs. standard deduction for your situation
icon_check_alt icon Optimize strategy: bunching gifts, donating appreciated assets, planning for high-income years

Quick Wins
icon_star icon Review 2024 giving against new rules
icon_star icon Meet with tax advisor this month
icon_star icon Consider securities gifts before year-end

Donor-Advised Funds (DAFs): The $250 Billion Question

With $250B+ sitting in DAFs, donors need strategy, not paralysis.

Pain Points
icon_error oct icon Confusing fee structures across providers
icon_error oct icon Unclear distribution timing strategies
icon_error oct icon Family disengagement from DAF decisions

Step-by-Step Solution
icon_check_alt icon Choose the right provider (Fidelity, Vanguard, Schwab, or community foundation)
icon_check_alt icon Fund strategically (appreciated securities, bunching gifts, high-income year contributions)
icon_check_alt icon Create a distribution plan (15-20% annual, recurring grants, family charter)

Quick Wins
icon_star icon Research top 3 providers this week
icon_star icon Open DAF and fund it this month
icon_star icon Draft annual family giving plan in 90 days

How We Work

Our collaborative approach ensures your philanthropic vision becomes reality
through strategic partnership and proven methodologies.

Strategic Discovery

We begin by understanding your values, goals, and current giving landscape to create a tailored philanthropic roadmap.

icon_check_alt icon Values assessment
icon_check_alt icon Goal clarification
icon_check_alt icon Current state analysis
icon_check_alt icon Opportunity identification

Collaborative Planning

Working closely with you and your family, we develop comprehensive strategies that honor your vision while maximizing impact.

icon_check_alt icon Stakeholder alignment
icon_check_alt icon Strategy development
icon_check_alt icon Resource optimization
icon_check_alt icon Timeline creation

Implementation & Growth

We guide you through execution while continuously optimizing your approach based on results and evolving opportunities.

icon_check_alt icon Strategy execution
icon_check_alt icon Performance monitoring
icon_check_alt icon Continuous optimization
icon_check_alt icon Scaling successful initiatives

Partnership-Driven Results

Our success is measured by your impact. We don’t just provide advice—we become your strategic partner, working alongside you to navigate challenges, celebrate victories, and continuously evolve your philanthropic approach as opportunities and needs change.

Ready to Transform Your Giving?

Philanthropy is evolving rapidly—but the opportunities for impact have never been greater. Castlefield Consulting helps you act boldly, strategically, and with trust.

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Start Small, Think Big

Begin with focused giving strategies

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Involve Your Family

Create shared philanthropic vision

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Get Expert Guidance

Connect with our strategic advisors

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Measure What Matters