Sue schwartzman, principal

Sue has over two decades of experience working with high net worth individuals, teens, multi-generational families and corporations to systematically and strategically engage in philanthropy and volunteerism.

Her authentic and personal approach includes unfolding what people care and are passionate about and developing strategic plans for acting upon these determined values.  

Sue has a wide range of experience including working in the philanthropic sector in education, program development, family engagement, running grant cycles and personal philanthropic consulting.  

She is passionate about connecting with youth and millennials alike, is an acclaimed speaker and facilitator, has hosted several workshops specific to philanthropy, and has had her work published in publications such as the "Huffington Post."


Current thoughts on family giving

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