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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

  • Philanthropic mission, vision, and strategy development

  • Grant portfolio research and management

  • Landscape analysis and research

  • Inter-generational facilitation

  • 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

Selected Client Stories
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