top of page
A younger woman kisses an older woman on the cheek.

For Philanthropists & Foundations

Whether you represent a foundation, 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 advising

Mission and strategy development

Fractional Executive Director services

Grant portfolio research & management

Program design & management

Inter-generational facilitation

Next-generation engagement & philanthropic education

Collaborate with your financial & legal advisors to develop philanthropic structures & strategy for your family

Affiliations

21/64 Certified Advisor in Intergenerational Philanthropy

Member of the National Network of Consultants to Grantmakers

Selected Client Stories
bottom of page