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Impact & Philanthropy

Ensuring impact and philanthropy reflect values, purpose, and responsibility across generations

Impact & Philanthropy

Families and individuals often establish philanthropic structures before clarifying shared purpose, values, or how different forms of capital and influence will be used. Over time, this can lead to fragmented efforts, diluted impact, or disengagement across generations.

Weingartner Legacy Co. works privately with families and individuals to clarify their philanthropic values and vision, shape impact strategies, and deepen their stewardship across generations.

The Advisory Process

Each engagement is tailored to the unique dynamics and questions of the individual or family.

Work can include:

  • Clarifying family values, philanthropic vision and impact priorities

  • Identifying the role of capital, influence, and responsibility

  • Developing theory of change frameworks and impact strategies

  • Strengthening next-generation engagement and stewardship

Engagements may include advisory conversations, facilitated family dialogue, strategic reflection, and written summaries that support clarity, shared understanding, and next steps.

This advisory work supports the development of coherent impact and philanthropic strategies grounded in shared values, long-term vision, and stewardship across generations.

Select Strategic Work

  • Theory of Change Initiative Led by Susan Weingartner, Report by Jane Reisman for Rockefeller Foundation

  • CSP Investor's Guide Multicapital Strategies, Featured In

  • Green Canopy NODE Impact Report

    Impact Report, Written by Susan Weingartner

  • Catalyzing Market Transformation in the Built Environment, Co-Authored by Susan Weingartner

  • Synergos: Businesses as Bridging Leaders, Featured In

When This Work Is Helpful

  • Giving exists but feels disconnected or unclear

  • A foundation, donor-advised fund, or impact strategy is being considered

  • Next-generation engagement is uncertain

  • Family members hold differing visions around impact or responsibility

  • Values and long-term intent have not yet been articulated together

  • Significant wealth or leadership transition is approaching

  • There is interest in aligning financial and non-financial forms of capital toward meaningful impact

Potential Outcomes

  • Clarity around values, purpose, and long-term impact vision

  • Greater coherence and continuity across generations

  • Clear alignment around roles, responsibilities, and decision-making

  • Stronger next-generation engagement and participation

  • A clear framework for how capital, influence, and responsibility are carried forward

  • A strong foundation for long-term continuity and stewardship

Getting Started

All engagements begin with a brief conversation to determine context, readiness, and fit.

Begin a Conversation