About Leverett Philanthropic Advising (LPA)

With over 30 years of experience working in the nonprofit sector, a Harvard education, and a Chartered Advisor in Philanthropy (CAP®) designation, I help my clients find meaning and purpose through their philanthropy.

I demystify both nonprofit organizations and conversations around giving to enable clients to move their best intentions into meaningful action.  It is my goal that every client feel joyful, confident, and empowered through their philanthropy.

I am mission driven and committed to the nonprofit sector and all philanthropy can accomplish.  I have been a grantmaker, a grant writer, an entrepreneur for products and services for the nonprofit world,  a development professional, and a capacity-building coach both to nonprofit staff and board members. 

I spent a decade in the institutional foundation world and completed the Hull Fellowship with Philanthropy Southeast.  I have extensive training and practice in effective philanthropy. I am steeped in exempt-organization sector knowledge.  I am a former director at GuideStar (now GuideStar by Candid), the premier destination for nonprofits and nonprofit research.

My Professional Designations

• Chartered Advisor in Philanthropy (CAP) from the American College of Finance 
• 21/64 Certified Advisor
• Licensed Consultant, Standards for Excellence Institute Certified to teach and to evaluate nonprofit organizations for the highest standards of ethics, effectiveness, and accountability in the sector.

I am:

• An optimist who sees the best in everyone.
• Steeped in current trends and social issues in the sector.
• Experienced in vetting nonprofit organizations and grantmaking.
• Connected to institutional foundations enabling clients to access the best thinking in the sector in their areas of interest.
• Expert in the structure, history, and evolution of the nonprofit sector.
• Experienced speaker, presenter, facilitator, and listener.
• Knowledgeable of DAFs, philanthropy networks, giving circles and support organizations.
• Skilled at researching and drafting customized recommendations and progress reports.
• Trained to work with multigenerational family giving.

Fee Structure

The first hour or two hour conversation is always free. I need to understand the challenges and ambitions you have for your philanthropy. We both need a chance to get to know each other.  I am available by Zoom as well as in-person in most Northeast and Mid-Atlantic markets.

I bill on a project or retainer basis.  If you have an existing donor advised fund, or DAF, at times “reasonable” fees can be allotted for payment from the fund itself.

Call or email me today.

 757-508-5007  allison.brody@levphil.com

LPA advises clients on how best to achieve their philanthropic goals.  LPA does not provide financial, investment, legal, or tax advice and shall have no responsibility or liability, whatsoever, arising from or related thereto in connection with any representation of you.  LPA works in conjunction with your advisors to help determine the best manner in which to achieve your philanthropic goals.  By agreeing to engage LPA, you will be acknowledging that you are solely responsible for evaluating all information and advice provided to you by LPA in light of your broader program and systems and determining whether to adopt and implement the same.