Our Services

Offering project-based support and long-term engagement.

Individuals

  • Personalized giving strategies
    tailored strategies that align with your values and goals to maximize impact.

  • Cause alignment
    assistance in finding and supporting causes that resonate with your personal mission, with our finger on the pulse of innovative giving opportunities.

  • Impact assessment
    tools and methods to measure the effectiveness and reach of your contributions.

  • Non-profit relationship management
    assure your wishes for recognition and fund allocation are being executed, as well as managing proper tax documentation for all charitable contributions.

Family Philanthropies

  • Grant-making
    application and proposal review, tracking, reporting, and grantor relations.

  • Program support
    develop or launch a specific giving initiative, with support at any stage in the process.

  • Strategic planning
    vision & mission development, goal setting and program implementation.

  • Board of Directors support
    preparing documentation, analysis and communications to keep the board informed and supported.