From intention to strategy to action.

I work primarily with individuals and families who want to bring greater clarity, focus and impact to their philanthropy. My role can range from helping define a giving strategy to understanding the forces shaping an issue, identifying high-impact opportunities and providing ongoing advice as plans evolve.

Start a Conversation

FOCUS

Philanthropic Strategy

Clarify what you want your philanthropy to accomplish, choose where to focus, and develop a coherent strategy to guide where and how you deploy your resources—including when to meet immediate needs, scale proven interventions, strengthen organizations or support longer-term systems change.

INSIGHT

Research & Due Diligence

Understand the landscape, compare approaches and points of intervention, and evaluate the organizations and opportunities best positioned to advance your objectives. Assess evidence, leadership, implementation capacity, financial health, risks and fit to make informed funding decisions.

FAMILY

Family Philanthropy

Develop a shared approach to giving, establish or evolve a family foundation, and engage children and future generations in ways that reflect your family’s values while allowing each generation to develop its own perspective.

ACTION

Implementation & Ongoing Advisory

Turn strategy into action through grantmaking, partner engagement and ongoing advice — assessing what is being learned, revisiting assumptions and adapting your approach as circumstances evolve.

“Jae has been an invaluable advisor to our family. She took the time to understand our values and priorities, helped seven members of our family find common ground, and turned our ideas into a clear philanthropic strategy. She brings exceptional judgment, rigor and practical experience — and has given us confidence in the decisions we make.”

Dominic Li

Lloyd & Jay Foundation