Queen City Impact works in a retainer capacity or fee-for-service model to build genuine relationships with each client and their team of advisors.

QCI’s charitable planning integrates seamlessly with existing wealth management, estate planning, and tax strategies, ensuring that philanthropy fulfills family legacies and enhances financial goals. We specialize in the following areas of charitable planning:

Personal Advising

Our advisor model focuses on integrating charitable planning goals and family values into an estate plan & financial strategy that enhances multigenerational wealth preservation, strengthens family cohesion, and creates a legacy that extends beyond financial returns.

21st Century Philanthropy Workshops

Half and Full-Day sessions including:

•Next-generation engagement

•Time & Talent Leveraging

•Legacy Stewardship

•Soft-skill building

•Charitable giving evaluations

•Issue assessments

•Family impact models

•Case studies & success stories

•Charitable planning transitions

•21st century philanthropy

Family Enterprises

We align financial strategies with philanthropic objectives, ensuring that each family member and type of a family’s wealth is leveraged not only for financial growth but also for family preservation and community impact

Annual Giving Strategy

We provide a human relationship to an annual charitable giving strategy, genuine opportunities for heirs to be involved, greater collaboration across financial plans, and more of the client’s assets to be strategically invested into their legacy, family and community.  administrative and management fees.