FOUNDATION & STRATEGY

Philanthropic Planning & Values Alignment

Build a giving program that is unmistakably yours.

Every meaningful philanthropic program starts with clarity about what your family believes, what you want to change, and how you want to be remembered. We facilitate a structured discovery process that surfaces your family's core values, defines your philanthropic vision, and translates both into a strategic giving framework with clear focus areas, geographic priorities, and long-term goals.

• Family values and philanthropic vision articulation

• Definition of giving focus areas and priority causes

• Multi-year philanthropic roadmap

• Next-generation engagement and legacy planning

DUE DILIGENCE

Nonprofit Vetting & Due Diligence

Give with confidence. Know exactly where your dollars go.

Not every organization that asks for your support is positioned to use it well. We conduct rigorous, independent assessments of nonprofit organizations on your behalf, including evaluating financial health, leadership quality, programmatic effectiveness, governance, and organizational capacity. You receive a clear, candid assessment so you can make informed decisions about where to invest your philanthropic capital.

• Financial health and transparency review

• Leadership and governance assessment

• Program effectiveness and impact evaluation

• Strategic alignment with your philanthropic goals

• Written assessment with a clear funding recommendation

PORTFOLIO MANAGEMENT

Grantmaking Strategy & Portfolio Management

A disciplined approach to deploying philanthropic capital.

We bring institutional-grade grantmaking discipline to your family's giving designing a portfolio of philanthropic investments that is diversified, strategic, and aligned to your long-term impact goals. From identifying grantees and structuring awards to managing relationships, tracking outcomes, and reporting on impact, we handle the complexity so you can focus on the relationships that matter most.

• Grantee identification and prospect research

• Grant structuring and award recommendations

• Grants calendar and deadline management

• Grantee relationship management and stewardship

• Portfolio impact reporting and annual review

FAMILY ENGAGEMENT

Next-Generation Philanthropy & Family Governance

Engage the next generation. Sustain the legacy.

The most enduring philanthropic legacies are built across generations. We work with families to engage younger members in the giving process, developing their philanthropic identity, building their capacity as changemakers, and creating governance structures that allow the family to give together effectively over time. Whether you are establishing a family foundation, a donor-advised fund, or an informal giving circle, we help design the structures and practices that keep families aligned and engaged.

• Next-generation philanthropic education and engagement

• Family foundation governance design

• Facilitated family giving conversations and retreats

• Succession planning for philanthropic leadership

ADVISORY

Philanthropic Advisory & Ongoing Counsel

A trusted partner for every giving decision.

Some families simply want a trusted expert in their corner - someone to call when a nonprofit makes an ask, when a cause captures their attention, or when a significant gift decision requires careful thought. Our ongoing advisory service provides discreet, on-demand counsel to family office principals, wealth managers, and family members navigating the full range of philanthropic decisions. We are a sounding board, a strategic partner, and an extension of your team.

• On-demand philanthropic counsel and second opinions

• Unsolicited gift evaluation and response guidance

• Coordination with wealth managers, attorneys, and CPAs

• Annual philanthropic review and strategy refresh