Jaimi has 20 years of dedicated experience in the nonprofit and philanthropic sectors, facilitating the distribution of over $200M in charitable gifts. Her previous philanthropy positions include the Marin Community Foundation, Women's Foundation of CA, First 5 LA and The California Wellness Foundation. Jaimi has a BA from UCLA & MBA from Pepperdine University. She is the 2024 Advisor Excellence Award Winner - DAF Giving Summit, 21/64 Certified Advisor, and Impact Philanthropy Advisor (In Progress).
Services include:
Giving Plan for Philanthropic Impact - in just 3 meetings
Tailored strategic giving plan based on the client's values and interests with outlined priorities and grantmaking budget. Clients with a well-defined giving plan feel more confident in their philanthropic goals and decision-making which makes giving more fulfilling and actionable.
Organizational List
Thorough write-up on 3-5 vetted nonprofits for recommendation that will align with the client’s interest in an issue area/population/geography. If requested, can negotiate all terms with grantees.
Landscape Scan - sector specific research
Comprehensive summary on a specific issue and ecosystem to gain valuable insights, including background research and a list of high-impact organizations working on particular solutions.
Grantmaking Evaluation
Assessment on the impact and measurable objectives of funded organizations to inform future grant decisions.
Legacy Planning
Outline significant legacy gifts (including endowments) to provide long-term benefits to the organizations a client would like to support. All beneficiaries will be thoroughly vetted.
Family Philanthropy
Varies based on family/family foundation needs. Can facilitate family discussions, develop roles and structure of the family units and generations, and design a plan to achieve philanthropic goals.
For Foundations/Businesses/Corporations
Refine priorities and curate grantmaking programs; administer full scope of grantmaking processes; integrate social impact into core operations; structure governance and operating models; and develop employee engagement/giving programs.
Ongoing Philanthropic Advising
Slate of all the above services provided, as needed. Also includes:
- Quarterly tracking and check-in on giving plan and budget
- Communicate with all grantee partners, pre-and post- funding
- Source investment opportunities in social and environmental impact to activate assets for good
- Tailored thought partnership, access to learning opportunities, and connection to innovative best practices across the philanthropic and nonprofit sectors
- Identify meaningful opportunities for volunteerism, board service, peer funder collaboration, and strategic partnerships
By partnering with financial planners, wealth advisors, CPAs, and tax/estate planning attorneys, I can offer your clients an added value to the services provided through expert guidance on strategic giving and tax benefits, helping them align their charitable goals with their broader financial strategies, and ensuring that their philanthropic efforts create lasting, positive impact.