Our Services
Personalized philanthropy advising
for your unique situation.
Strategic Advising
We help define your mission and vision, then translate your values into a clear philanthropic strategy.
Giving Portfolios
We source and vet high-impact funding opportunities, from proven charities to early-stage initiatives, that align with your objectives.
Impact Measurement
We monitor charities' progress and outcomes, and provide the narrative and data you need to understand what your portfolio is achieving.
We help you turn your philanthropic vision
into a clear strategy.
Whether you are an experienced philanthropist or just starting, our advising process is structured yet flexible, designed to meet you where you are and move you toward the impact you want to achieve.
#1 – Discovery
​​We start by understanding your philanthropic goals and values, and explore questions like:
-
What problem do you want to help solve?
-
What should your legacy look like?
-
How involved do you want to be in your giving?
#2 – Strategy & Planning
We create a strategic plan for your philanthropy, offer landscape analyses to navigate new philanthropic areas, and build a giving portfolio with vetted funding recommendations.
#3 – Deployment & Reporting
We help you execute your giving strategy, handle impact reporting for your grants, and review your strategy and portfolio on a regular basis.
