Our Services

We offer comprehensive services that make giving easy, coincide with your values, and increase impact.

For Philanthropies
Family Foundations, Corporations, Individuals, and Organizations

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  • Educate on and help establish giving vehicles
  • Create giving portfolio
  • Facilitate strategy meetings
  • Program and initiative design and implementation
  • Expert advice on nonprofits/issues
  • Perform due diligence on nonprofits
  • Research on issues and programs
  • Administer philanthropic giving
  • Evaluate impact of grant making/giving programs
  • Manage grant/giving programs
  • Connect with philanthropic resources
  • Board support and training
  • Compliance
  • Educate on philanthropic issues/vehicles
  • Event management
  • Coordinate fund raising/giving efforts (including events, initiative development, and marketing)

For Advisors
Attorneys, Wealth Managers, Trust advisors, Financial Advisors, Accountants

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  • Partner to offer holistic philanthropic portfolios for clients
  • Facilitate strategy and planning meetings for clients
  • Train and educate on a range of topics in philanthropy
  • Assist your clients in developing a philanthropic portfolio
  • Conduct annual client philanthropy reviews and impact reports

For Nonprofits

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  • Donor retention and stewardship training
  • Develop and/or drive donor stewardship plans
  • Develop and/or drive marketing plans
  • Audit effectiveness of current donor/steward/marketing plans
  • Educate on philanthropic issues
  • Board and staff training
  • Strategic planning

Other Services Include:

  • Philanthropy education and training
  • Research
  • Needs Assessment
  • Interim staffing
  • Strategy
  • Evaluation