Our Services
Getting Started with Giving:
Philanthropy 101
Through one-on-one consultations and interactive exercises, we create a custom-tailored giving plan that identifies your philanthropic objectives and aligns with your lifestyle, time commitments, and personal values. We walk hand-in-hand with you as you experience your philanthropic journey, celebrating successes along the way.
Identifying Opportunities:
Past Giving Analysis & Partnerships
Effective philanthropy can’t happen without partnerships. We identify and connect you to non-profits and organizations that match your areas of interest and reflect your values. We review past giving histories and provide analysis and new strategies to increase impact and reach.
(Re) Launching a Foundation:
Outsourced Foundation Staff
Whether starting a new foundation or re-energizing an existing one, we facilitate workshops, retreats, group meetings, and one-on-one relationship development to realize individual and group potential for a sustainable foundation legacy. We guide and advise you through every step, from governance and decision-making structures, strategic planning for vision and impact, back office and operations support, and grantmaking and succession plans.
Engaging the Next Generation:
Planning for Succession
Through fun, individualized workshops and one-on-one sessions with younger family members (ages 12-40), we teach the fundamental principles of philanthropy to the next generation using trainings, group discussions, site visits, guest speakers, and non-profit screening. (Age-appropriate activities for children 6+ are available.) We nurture relationships with each family member to ensure that individual and collective voices are heard in developing frameworks for governance, operations, succession, and strategic planning.
Governing for Tomorrow:
Philanthropy Meets Family
Strengthened connections between generations, teamwork, and a sense of shared purpose are hallmarks of both effective family philanthropy and effective family governance. We combine our expertise in governance, communication, and decision-making structures with a special ability to work with next-generation groups (ages 12-40) for a healthy and thriving inter-generational family business, office, or system.