[Headline photo] Sacramento Mayor (and former NBA All-Star) Kevin Johnson hosts press conference with celebrity chef Jamie Oliver, The California Endowment's Dr. Robert K. Ross and other electeds to highlight the importance of bringing healthy meals to his city's schools. 


You are a successful, yet busy, professional who wants to make a positive impact in your community and the world. 

You appreciate the value of solid research and effective strategy in your business and financial investments. Why should your philanthropic investments be any different?

You want to leave a positive legacy in the world.  Let us help you achieve this. 


We are committed to growing a new, innovative and active culture of philanthropy in Orange County and beyond. Our mission is to help our clients make a positive impact in the world through their philanthropy. We are philanthropic advisors who, together with our clients, design philanthropic strategies that change the world.


At Social Good Strategies, we help our clients cut through all the appeals for money, search through the more than 1.5 million nonprofits in the U.S. and beyond, to find causes that are meaningful and truly make an impact. 


  • Assessment of Past Giving
  • Vision & Values Assessment 
  • Skills & Resources Evaluation
  • Engagement Assessment
  • Defining Charitable Goals
  • Donor Legacy Statement
  • Creating a Vision for Your Philanthropy
  • Mission Statements
  • Goal Setting
  • Metric Setting


  • Issue Exploration/ Landscape / Stakeholder Analysis
    • Issue briefing / Salons
  • Mission Matching
  • Non-Profit Evaluation (Qualitative & Quantitative Analysis)
    • Program, financial, reputational and impact assessment
  • Site Visits / Field Trips / Events / Conferences
  • Network Building / Strategic Relationship Management


  • Personal/Family Giving plans/ strategy
  • Joint Consultation with Your Financial Advising Team
  • Advisement on Direct Giving, Starting a Nonprofit or Foundation
  • Advisory Board Development
  • Manage Incoming Requests/Appeals


  • Grantee Communication
  • Grantee Evaluation, Monitoring and ROI analysis (Qualitative & Quantitative Analysis) 
  • Giving Plan Strategy
  • Giving plan/strategy evaluation
  • Impact Storytelling/Communications Strategy  

SGS will help you achieve a real and lasting impact on the issues you care about. We do not provide financial or legal counsel but will gladly work with your tax, legal and wealth advisors on a holistic strategy that suits your personal interests and values.

Contact us.

Billions are wasted on ineffective philanthropy. Philanthropy is decades behind business in applying rigorous thinking to the use of money.
— Dr. Michael Porter, Harvard Business School


Companies can learn more about our corporate services here

financial & legal professionals

If you are a CPA, financial planner, estate attorney or service provider who needs advisement on how to speak to your clients about their philanthropy, we can help