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.