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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.
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Philanthropic advising
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Philanthropic mission, vision, and strategy development
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Grant portfolio research and management
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Landscape analysis and research
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Inter-generational facilitation
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Next-generation engagement & philanthropic education
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Working 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
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