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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
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
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
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
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Services
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