Whether you are an experienced donor or a first-time philanthropist, whether you give alone, with your family, or with others - we can help you align your passion with efficacy.
Philanthropic mission, vision, and strategy development
Grantmaking portfolio research and management
Next-generation engagement & philanthropic education
Working with your financial & legal advisors to develop philanthropic structures & strategy for your family
21/64 Certified Advisor in Intergenerational Philanthropy
Member of the National Network of Consultants to Grantmakers