Chart Your Course

Written By Chris Lozier

STRATEGIC PLANNING

Whether you’re launching a new philanthropic effort or refining an existing one, Fathom Impact helps you find clarity and confidence in where you’re headed. Together, we’ll shape a giving approach that aligns your resources, values, and aspirations—one that’s both thoughtful and adaptive as you grow.

Our work might include:

  • Developing a philanthropic compass—a concise articulation of purpose, vision, and guiding principles.

  • Evaluating the charitable structures that best fit your goals and values.

  • Defining focus areas where your time and capital can create the greatest ripple effect.

  • Conducting deep analyses of communities, fields, or systems to uncover opportunities for leverage and collaboration.

  • Building strategies and decision frameworks that make giving both intentional and rewarding.

We help transform generosity into purposeful momentum—so every decision reflects both your head and your heart.

PREVIOUS ENGAGEMENTS

  • Worked with two ultra high net worth clients to develop their families’ philanthropic vision and chart their focus areas.

  • Advised an ultra high net worth family on the right charitable structures to match their vision.

Chris Lozier
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