Bergeron Advisors
"Nicole is diligent, responsive, thoughtful, and a pleasure to work with. She has made
​running our foundation more enjoyable and our activities more meaningful."

- Scott Littlefield, Jacques M. Littlefield Foundation, Menlo Park, CA & Boulder, CO

We find the right fit.

We believe the most important part of the process is to identify what your underlying goals are for giving. We engage in active listening and use probing questions to really understand what causes matter to you most.
We'll first meet with you over a coffee to get to know each other and to see if we're a match. We'll ask questions like: What does success look like for you? What are your hopes and your fears? Who else is involved: Your family? Your organization? We see our role as being a fellow traveler as you explore what path is right for you. 

"It is not how much we give, but how much love we put into giving."
- Mother Teresa

We put together a plan.

Bergeron Advisors, led by Nicole Bergeron, creates philanthropy with joy.

Once we collaboratively identify the core focus of your giving, we'll develop a strategic and sustainable plan. Our team will meet with the organizations that match your vision and will explore how your dollars might be spent. These organizations will put together customized proposals, which we'll review together to decide on next steps. We'll then compile a multi-year plan to ensure your dollars achieve maximum impact. We'll share ongoing reports that detail measured outputs so that we can continue to monitor and guide your donor strategy.

Interested in finding out more?

Let's Talk
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Bergeron Advisors  |  Nicole Bergeron  |  650 224 9912   
1377 Eaton Avenue San Carlos CA 94070  |  ​nicole@bergeron.law.
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