El Mapa de Generosidad

From generous instinct to a giving strategy that lasts.

Most Latino families give from the heart. El Mapa de Generosidad builds the structure around that heart. Over three focused sessions, we go from your family's deepest values all the way to a written strategy with real rules, a real budget, and a real plan — one that is tax-smart, culturally grounded, and designed to grow with your family.

You leave with seven tangible deliverables: a Written Philanthropy Strategy, a 12-month giving calendar, a curated list of organizations aligned to your causes, a step-by-step DAF setup guide, a Family Values Conversation Guide, a Giving Readiness Scorecard, and a Legacy Statement your family will carry forward for generations.

What's included:

✓   4 x 60-min advisory sessions (virtual or in-person) — live co-building throughout.

✓   Written Philanthropy Strategy: your personal funding criteria (who you will and will not fund), top priorities, recommended giving vehicles, and a 12-month giving plan.

✓   Giving Readiness Scorecard: a before-and-after snapshot showing how far you have come.

✓   DAF Step-by-Step Setup Guide: which provider to choose, how to fund it, and how to make your first grant.

✓   12-Month Giving Calendar: exactly when to give, to whom, and how much — mapped across the full year.

✓   Curated Organization List: 5-10 vetted organizations matched to your causes, geography, and values.

✓   Family Values Conversation Guide: structured questions to bring your household into the giving conversation.

✓   Personal Legacy Statement: 1-2 sentences in your voice that declare what your family stands for as donors.

✓   Session notes + polished branded PDF of your complete Written Philanthropy Strategy.

Investment: $3,500

Ideal for families navigating a major financial moment: an inheritance, a business sale, a retirement, or a first-generation wealth milestone.