Advising Services

At Plewes Advising, we believe in the power of strategic philanthropy to create sustainable change. 

Our services are designed to guide high-net-worth individuals and families through the intricate process of philanthropy, from vision to impactful action. 

With a focus on finding your philanthropic "North Star," we tailor our advisory services to align with your unique goals, values, and aspirations.

Strategic Philanthropic Coaching

Cultivating Thoughtful Giving with Expert Guidance

For those looking to make strategic grants a few times a year, our strategic coaching offers the support you need to navigate the philanthropic landscape with confidence. 

Whether you're seeking to initiate family discussions around philanthropy or need guidance on timing and approach, we provide personalized strategic coaching sessions tailored to your schedule and needs. 

Together, we'll explore how to make your philanthropic efforts as impactful as possible, ensuring you and your family move forward with a shared vision.

Thought Partnership

Family Engagement

Strategic Planning

“Kim is extraordinary. For over 15 years, I’ve watched her unrelenting commitment to building a career focused on creating positive impact in the world. Her drive to produce high-quality outcomes is matched only by her integrity. I couldn’t ask for a better pairing in an individual who I’m trusting to work with philanthropists to address the world’s most urgent issues.”

— David Baum, Change Strategist & Consultant

Family Philanthropic Conversation Facilitation

Creating Your Philanthropic North Star

Identifying and articulating your family's philanthropic mission is crucial in guiding your giving. 

Our service in facilitating family conversations helps you create a powerful "North Star" or mission statement that encapsulates your collective vision. 

By focusing on creating a vision and establishing processes that resonate with your family’s unique dynamic, we ensure you have the tools and confidence to implement your philanthropy effectively and independently.

Our goal is to equip your family with the tools and insights needed to bring your strategic philanthropic plan to life, ensuring you're ready to confidently action your vision and make impactful contributions now and in the future.

Thought Partnership

Mission Development

Family Engagement

Strategic Planning

Strategic Implementation

“Kim’s passion, integrity and energy are evident in all elements of her work. She is an excellent communicator and adapts to the environment and needs of any situation.”

— Peter Gilgan, Chairman & CEO, Mattamy Asset Management

Fractional Executive Directing

Operational Excellence for Your Philanthropic Endeavours

For families and individuals requiring comprehensive support in managing their philanthropy, our fractional executive directing service offers day-to-day management of philanthropic activities. 

From sourcing compelling prospects and advising on grant recommendations to handling grant agreements and reporting, we ensure the operational side of your philanthropy is handled with precision and care, allowing you to focus on the broader impact of your giving.

Thought Partnership

Mission Development

Family Engagement

Strategic Planning

Strategic Implementation

Bespoke Strategy

“Kim has been a valuable thought partner. As my family prepared to launch our foundation, Kim was the perfect guide. She worked with us to build a plan tailored to our values and priorities. Thanks to Kim, we feel set up for success as we begin the foundation’s activities.”

— Anonymous Canadian family

Research, Analysis & Project-Based Consulting

Innovating Your Philanthropy with Targeted Insights

When you're looking to explore new areas of impact or need detailed analysis to inform your philanthropy, our project-based services provide the insights and recommendations to confidently move forward. 

Whether it's identifying niche opportunities for impact or launching a new project, our expertise in research, analysis, and project-based consulting ensures your philanthropic ventures are both visionary and grounded in reality.

Tailored Strategy

Research and Landscape Analysis

Custom Projects

Thought Partnership

Your Questions, Answered

Beginning a philanthropic journey raises many questions. We’ve compiled answers to some of the most common inquiries we receive, from how to start giving effectively to involving your children in philanthropy. 

Browse our FAQs to gain clarity and confidence in your philanthropic decisions or reach out to us today.

  • Starting your philanthropic journey begins with reflection—considering what causes resonate most deeply with you and your family.

    The next step is to define your philanthropic goals and understand the impact you wish to make.

    Plewes Advising can help you navigate these initial stages, crafting a personalized strategy that aligns with your causes, values, and aspirations.

  • Absolutely. We specialize in helping our clients find their philanthropic "North Star," guiding them towards causes that not only align with their values but also where they can make the most significant impact.

    Through a combination of personalized discussions and strategic analysis, we'll help you identify and prioritize the causes that matter most to you.

  • Involving your family in philanthropy is a powerful way to pass on values of empathy, responsibility, and generosity.

    Plewes Advising offers services designed to facilitate family conversations, helping you create a shared vision for your philanthropy.

    We provide strategies for engaging family members of all ages, ensuring that everyone feels included and invested in the philanthropic process in an age-appropriate way.

  • Fractional executive directing provides you with part-time, executive-level support in managing your philanthropic efforts.

    This service includes day-to-day operational management, relationship management with the charities and grantees, sourcing prospects, strategic planning, budget tracking, and execution, allowing you to focus on the broader impact of your giving.

    It's ideal for those who require professional management of their philanthropy without the commitment of a full-time executive director.

  • Ensuring your philanthropy makes a tangible impact starts with strategic planning and continues with careful implementation and evaluation.

    Plewes Advising works closely with you to define clear, measurable outcomes for your giving, select charities and projects to support that most align with your vision, and assess the impact of your contributions.

    We believe in transparency and accountability throughout the philanthropic process.

  • Yes, we offer project-based services for clients looking to explore new areas of impact or launch specific philanthropic projects.

    Whether you're considering a new initiative or need in-depth research and analysis for a potential venture, our team can provide the insights and strategy needed to bring your vision to life.

Begin a Journey of

Impactful Giving

Let us help you transform your philanthropic dreams into a reality with strategies as thoughtful and unique as you are.

Together, we can craft a legacy of meaningful change — one that not only elevates your impact but also enriches your life and the lives of those around you.