Our Services and Products

Strategy - Program Design and Implementation - Grant Administration - Research and Evaluation

For Philanthropies
Foundations, Corporations, Individuals, and Organizations

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  • Giving portfolios/strategy
  • Facilitation of strategy and planning meetings
  • Design and implement giving programs
  • Expert advice on nonprofits/issues
  • Perform due diligence on nonprofits
  • Perform research on issues
  • Administer philanthropic giving
  • Evaluate impact of grant making/giving programs
  • Manage grant/giving programs
  • Connect with philanthropic resources
  • Educate on philanthropic issues/vehicles
  • 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

For Nonprofit Organizations

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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

Other Services Include:

  • Philanthropy seminars and workshops
  • Research and evaluation
  • Interim staffing
  • Blog
  • Resources