Our Services

For Private Family Foundations
& Donor Advised Funds (DAFs)

Philanthropic Strategy

Refine vision, mission and goals, which may include establishment of a new philanthropic entity.

Portfolio Review

Assess past giving and trends.

Back Office & Operational Support

Prepare for board meetings, report financials to keep the board informed, coordinate with external advisors (ex: accountants and attorneys) on annual filings, and manage internal/external communications along with master timelines.

Most engagements begin as a 3-6 month scope with the intention of transitioning to an annual retainer.
Customized pricing determined upon initial consultation.

Circular graphic with the words 'Impact' and 'Legacy' on opposite arcs.

Grant-Making

Enhance your grant-making processes with oversight of your annual charitable portfolio: general donations, restricted grants and partnerships. Review inquiries, submissions and grant documentation. Assure grants are distributed.

Family Engagement

Lead regular or occasional meetings to involve family members as a group, on committees or individually, fostering a shared philanthropic journey.

Relationship Management

Serve as an extension of you/your family with the organizations you already support or that you’d like to further explore, through meetings and calls, and arrange site-visits as needed.

  • "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