GIVE WITH INTENTION

Philanthropic coaching and consulting for individuals, families, and foundations who want their giving to reflect their values.

PHILANTHROPY 101

STRATEGIC GUIDANCE

Philanthropy isn’t just about giving—it’s about giving well. I help purpose-driven individuals, families, and organizations align their values with their giving, create sustainable strategies, and maximize their impact. Whether you’re new to philanthropy or ready to deepen your legacy, I offer coaching that brings clarity, structure, and meaning to every decision. Together, we’ll move from generous intention to transformative action.

WHY WORK WITH A PHILANTHROPY COACH?

YOU CARE DEEPLY, AND YOU WANT TO MAKE A DIFFERENCE.

But with so many causes, options, and opinions, it’s easy to feel overwhelmed or unsure where to start.

That’s where I come in.

I’m Rebecca Bee, a philanthropic consultant and coach. I help heart-led givers like you create clarity in your generosity—so you can give with confidence, impact, and joy.

Whether you’re launching a new foundation, passing values to the next generation, or simply wanting to give more intentionally, I’ll guide you through every step of the journey.

MEET YOUR COACH

HEY! I’M REBECCA BEE

I’m a philanthropy strategist and advisor focused on social justice, environmental equity, and reimagining the role of wealth in building a more just world. With a background in science and over a decade of donor organizing, I lead and support funding initiatives that center grassroots movements, collective governance, and values-aligned investing. I serve on the Boards of the Triangle Community Foundation and Triangle Land Conservancy and stay connected to a broader movement ecosystem through networks like Solidaire, Generation Pledge, Nexus, and the Impact Finance Center.

  • “Rebecca’s wisdom and leadership are a gift to the philanthropy sector! She has the rare ability to bridge institutional philanthropy with grassroots movements, grounding every decision in justice, values, and long-term impact. I couldn’t recommend her more highly.”

    — Allison T.

  • “Rebecca is a transformational donor organizer who leads with deep integrity and has helped shift significant resources to build power in marginalized communities.”

    — Andrea S.

  • “Rebecca is a thoughtful and values-driven board leader whose strategic insight has strengthened our governance, investments, and commitment to justice.”

    — Erica W.

Offerings & area of expertise

  • For aspiring givers who want to help but don’t know where to begin.

    Learn the basics of the philanthropic landscape so you can start with clarity and confidence.

    Topics include:

    • 501(c)(3) vs. 501(c)(4): What’s the difference?

    • Donor-Advised Funds (DAFs) vs. Private Foundations

    • Types of DAFs

    • Giving Circles

    • Funding direct service vs. systems change

  • Building Your Giving Strategy

    For those who feel overwhelmed by urgency—this session helps you focus your impact.

    You’ll learn how to:

    • Identify your core issue area(s)

    • Build a giving portfolio using the Issue–Geography–Strategy triangle

    • Understand the Speed–Longevity spectrum of impact

    • Align giving with your values and goals

    • Decide how much to give annually (e.g., 5% rule, spend-down plans)

  • Beyond the 501(c)(3): Giving for Political Change

    Explore how to fund political and policy efforts that move the needle on issues you care about.

    You’ll gain clarity on:

    • The landscape: 501(c)(4), PACs, Super PACs, political parties, unions, candidates

    • Strategic political giving during election season

    • How to fund change, not just charity

    • Pros and cons of various political giving vehicles

  • Activating Your Investments for Good

    Philanthropy alone can’t solve the world’s problems—learn how to align your investments with your values.

    Topics include:

    • The Impact–Returns–Risk spectrum

    • Public vs. Private equity for impact

    • Debt, non-extractive loans, and concessionary capital

    • How to talk to your financial advisor about your values

  • Board Service: Should I Join?

    Understand what it really means to serve on a nonprofit board.

    Learn about board structures, expectations, and how to choose a role that fits your skills and values.

    Conversations About Class

    Facilitated dialogues to reflect on personal experiences with class, money, and privilege—individually or in cross-class relationships.

  • Funding for Long-Term Impact

    Understand the mechanics of systems change—and how your giving can support transformative work.

    Explore:

    • What we mean by “systems change”

    • Leverage points and long-term strategy

    • Models of movement organizing:

    • Popular Education

    • Saul Alinsky model

    • The evolving role of funders in social change

PHILANTHROPIC COACHING

Giving is powerful—but it’s also personal. Whether you’re just starting your philanthropic journey or seeking more clarity in your current giving strategy, Rebecca Bee offers one-on-one coaching to help you align your generosity with your values. Through a thoughtful, heart-led approach, Rebecca helps individuals, families, and emerging philanthropists:

Coaching sessions are customized to your unique goals, rhythms, and questions. Whether you’re giving $10K or $10M, you deserve guidance that honors your intentions and expands your influence.

Ready to give with greater clarity and confidence?

Ready to Work Together? I offer one-on-one guidance to help you clarify your values, define your focus, and build a sustainable giving practice. I would love to chat.