annotate – For Donors

Give with confidence

How we can help

Personalized charitable planning to help you translate your values into action

Four tracks designed to meet donors at every stage of the giving journey.

01
Best for: New(er) donors & family giving

Crystallize your giving plan

Translate charitable aspirations into a concrete plan — goals, outcomes, geography, populations, and key activities to support on the ground.

Giving plan Family alignment 2–4 sessions
02
Best for: Donors ready to deploy funds

Identify giving opportunities

Receive comprehensive profiles of nonprofits, collaboratives, and funds that align with your aspirations and giving criteria.

Grantee research Portfolio building 2–3 sessions
03
Best for: Seasoned donors

Look back & refine future giving

A refreshed plan with an honest analysis of prior giving and concrete ideas for the next chapter — building on what you’ve learned.

Impact review Strategic refresh 4–5 sessions
04
Best for: Bespoke or ongoing needs

Custom support

Tailored to the questions on your mind — from cross-generational giving strategies to topic deep-dives and retainer arrangements.

Retainer Custom scope
Our promise

Our commitment to donors

Tailored support

Giving is personal and should evoke joy. We tailor our approach to meet your unique needs and priorities.

Strive for clarity

Giving can involve multiple decision points. We strive to give you actionable information so you can make an informed decision.

Head + Heart

We bring our expertise and creativity to help you deploy your unique assets — money, expertise, and social capital — to support your giving goals.

Avi Khullar
Avi Khullar
CEO and Founder

Avi has served as a donor advisor and as a grantee during her 15+ years in the nonprofit sector. Most recently, at The Bridgespan Group, she helped donors mobilize $100M+ to US-based nonprofits.

In her prior roles, she led grantmaking and developed an impact framework for a private foundation, and managed agency-wide data systems and analysis at a NYC child welfare agency under Mayor Bloomberg.

She combines her experience as an advisor and as a practitioner in the nonprofit sector to develop a pragmatic approach to giving.

Ready to learn more?

We invite you to schedule an initial 30-minute consultation to learn more about us and explore if we are a good match to work together.

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