Our Services
Every client’s goals, values, and legacy are unique. Our services are fully tailored whether you need a plan to run with or a partner for the full journey.
Strategy Development
We design tailored and values-aligned strategies for your philanthropic and organizational goals. Our process clarifies your giving style, donor intent, areas of focus, and who should be involved, and combines it with an actionable structure and roadmap for impact.
Grantmaking & Program Management
We advise and support the full lifecycle of your giving, partnership, and programs. Whether managing giving from a Donor Advised Fund, company, foundation, or other giving vehicle, we field donation requests, review applications, manage grantee relationships, and implement programs.
Research & Diligence
With millions of organizations to choose from, we source, vet, and analyze potential funding opportunities so you can be confident in your giving decisions. Our research and analysis includes landscape scans of organizations in your focus areas, custom vetting rubric based on your giving style and values, and impact-driven recommendations.
Impact Measurement
We take the guess work out of impact by leveraging qualitative and quantitative data to track, assess, and report on outcomes of your giving. Our focus on impact measurement helps inform your future strategy and gives you clear insights into in-the-moment and long-term impact of your philanthropy.
