QCI provides project-based and retainer structured services that are designed to help our clients experience a deeper and more human impact with philanthropy.

Service Areas

Kit’s relationships, knowledge, and technical experience from his career in the non-profit sector allows QCI to provide a specialized audit of each philanthropic opportunity our clients are presented with. We then recommend solutions, vehicles, and partnerships that accomplish charitable goals and bring personal happiness.

Philanthropic Advising

Our philanthropic areas of expertise are landscape assessments, charitable partner identification, major gift stewardship, and impact measurement and evaluation. Other services include:

  • Draft purpose and vision statements, goal and vision identification, major gift agreements, issue-area clarification and alignment,

  • Identify and recommend charitable partners, giving vehicles/agreements, and opportunities to leverage philanthropy,

  • Measure and evaluate the impact of charitable giving,

  • Educational and informational learning sessions, and

  • Grant distribution and other needs aligned with management of annual charitable giving.

Family Advising

QCI developed a proprietary Family Advising Toolkit that helps deepen the social and human impact of our conversations, plans, and services with clients.

These tools, workshops, and themes are adapted to each client to facilitate outcomes that bring relief, joy, and alignment to unique family dynamics.

We specialize in family storytelling, purpose & values exploration, social capital enhancement, and next-generation leadership training & philanthropy.

Our proprietary family advising tools and modules are designed to build mutual trust, identify shared values, sources of belief, and bring relief and solutions to unique family dynamics.

Family Advising Toolkit

  • This foundational experience facilitates a deep conversation around transitioning the full weight of the family’s wealth and legacy, not just transferring it. Families explore how their memories, values, and pursuits are lived and expressed around the family table—one from the past, present, and future. This tool sparks reflection on family priorities, legacy needs, and generation influences, and sets the table to further explore opportunities to grow intellectual, social, human, emotional, and spiritual capital across generations.

  • This interactive exercise expands the definition of wealth, helping families visualize and assess their overall well-being, purpose, and impact. By identifying key drivers of personal fulfillment and shared legacy, families gain insight into where they are today and where they want to invest—emotionally, spiritually, and socially—to live richer, more purposeful lives.

  • Item descriptionThis immersive tool helps individuals explore the story of their "organic legacy"—the impact one naturally leaves on their surroundings through relationships, values, and achievements in life. Using 100 coins, participants assign how many coins are needed for each of the 6 Jukebox’s that make up the orchestra of your organic legacy. This exercise often reveals gaps between intention and action, sparking important conversations about aligning legacy goals with present-day values. Families walk away with a clear understanding of the story they are writing—and the legacy they want to live.

  • Inheritance by nature involves a lack of choice, but identifying and understanding a fuller picture of what is being transitioned to individuals across generations is invaluable to successful families. This tool identifies the values, beliefs, and experiences that represent nonfinancial assets of an individual and the outcomes are used to create a framework of where and how families can cultivate and communicate intangible forms of wealth.

  • Money is more than a number or an amount- it is a component of wealth that is shaped by stories, beliefs, and assumptions. This self-reflection tool helps individuals and families uncover the unconscious "Old Money Messages" that have shaped their relationship with wealth. From there, we guide them in creating a new, values-based "Money Message" that fosters healthier decision-making, reduces tension, and supports legacy and estate planning with intention and clarity.

  • Our childhood is where the lens which we use to see the world is formed. For some of us the lens we first used is the one we still use today, and others have their perception changed over time. Understanding how, where, and who molded your view of the world at an early age can deliver clarity and meaning about questions related to your why.  A memory from childhood can open doors to share more about our values, purpose, and goals in life and help articulate a story that binds them.

  • With 52 unique characters in a deck of cards and hundreds of games- there is always an opportunity to shuffle the deck. We are all dealt cards in life, some of us are fortunate enough to deal our own, what is really important is not what cards you are holding but how and when you play them. Reshuffling your Deck is a personal reflection tool used to identify root causes of systemic challenges and build effective strategies to problem solve complex family dynamics.

Web of Family Wealth©