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Make the Most of Your Resources

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

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