Philanthropy with Fiscal Sponsorship

Jason Howell |

"Determine what your personal mission would be around philanthropy. Doing some values exercises around that. Everybody gets so intimidated when they want to get started.  Sit down and answer simple questions like, "Growing up, when you got to participate or be part of  what community (when you felt you were doing the best) did you enjoy the most?  What was the best gift that you've ever given?"

We have a list of questions that we can give out that get to that point of really, where have I made the most impact?  And sometimes it won't be the time you wrote the biggest check. It'll be the time when you were in there with a team of people fixing something or helping in some way or building a community in some way."

- Julia Healey, CEO of United Charitable 


After spending the first half of her career as an accountant, in 2019, Julia Healey took the helm of Northern Virginia based nonprofit, United Charitable. On November 17th (2021), Ms. Healey joined our "Zoominars" to discuss how social entrepreneurs no longer have to start nonprofits from scratch. 

Without becoming experts on legal paperwork or building up a staff, mission-oriented people can transforms their passions into actions. Key to making that happen is leveraging the benefits of "fiscally sponsored programs." 

During our less than a 30 minute conversation, Ms. Healey answers the questions:

  • How hard is it to start a nonprofit organization (NPO)?
  • What is the difference between a NPO and a not-for-profit organization? 
  • What is "fiscal sponsorship?" 
  • How is fiscal sponsorship different from a donor advised fund? 
  • How can we become "social entrepreneurs?" 
  • Why we should all #GoBirds




Jason Howell Company is an independent, family wealth management firm run by two owners who consider it their family business.  

Jason J. Howell, CFP®CPWA®CSRIC® and Douglas W. Tees, MBACFP®  are both married to patient wives, are dedicated to their kids and the pursuit of meaningfulness. They have built a firm with a great reputation and though the firm is based in Northern Virginia, it serves clients (virtually) all throughout the United States.  

The firm owners believe that high-dual-income parents with high achieving kids can feel good about their money. It begins with a sustainable Investment Strategy and continues by equipping client families with three (3) tools for creating sustainable wealth. Most JHCo. clients invest their time, talent and treasure in the community. Jason Howell Company enjoys serving clients who go beyond being stockholders to becoming true "stakeholders." JHCo. calls this community-based approach "family governance" and it's their specialty. They are also pretty good at helping make family decisions for "open enrollment" (work benefits, medical coverage, delaying or exercising stock options, etc.).

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