Our Services

Customized support for family philanthropies, including Private Family Foundations and DAFs.

  • Strategy Assessment
    Uncover and understand philanthropic goals, values and interests.

  • Portfolio Review
    Assess past giving and future plans.

  • Operations Support
    Define or refine processes around your charitable giving, including grant management, grant documentation, communications flow and family engagement.

Circular graphic with the words 'Impact' and 'Legacy' on opposite arcs.
Email for our brochure
Email for our brochure

Long-Term Support:
Annual Retainer

Services for Private Family Foundations & DAFs

Short-Term Thought Partnership:
2-6 Month Duration

  • Tailored Philanthropy Strategy
    Refine philanthropic vision and mission, which may include establishment of a new Private Foundation or Donor Advised Fund.

  • Ongoing Consultation
    Regular sessions to review progress and plans.

  • Grant Management
    Development and/or oversight of a charitable portfolio, including general donations, restricted grants and partnerships.

  • Family or Team Engagement
    Workshops or meetings to involve family members or teams, fostering a shared philanthropic journey.

  • Relationship Management
    Serve as an extension of you/your family with the organizations you support.

  • Back Office Support
    Prepare grant proposal summaries & financial reporting to keep the board informed, coordinate with accountants and lawyers on annual filings, oversee grant distributions and more.

  • "Working with Legacy Impact Group has been a transformative experience for our family foundation. Their guidance helped us move from a more reactive, ad hoc approach to a thoughtful and strategic framework for giving. They brought clarity to our mission, helped formalize internal processes, and ensured we had the tools and structure to make more impactful decisions."

    Client, President of a Private Family Foundation

  • "It’s great to work with someone who has heart and thinks strategically. That’s Rhonda in a nutshell. "

    Client, CEO of a Family Business

  • "Recognizing that we sporadically previously communicated with [family members at private foundation] to coordinate our grant requests, Legacy Impact Group has been extremely helpful, not missing a beat to keep us informed of the important details and deadlines since joining their team, and we hope that we have the opportunity to work with them again in the future as well."

    Director of Development, grantee partner