Your Impact Starts Here
With over a decade of experience in philanthropy, nonprofits, and program management, we focus on understanding your unique vision and philanthropic goals. You’ll receive focused attention, guidance, and strategic insights to help you navigate the complexities of giving, ensuring your contributions create meaningful, lasting change. Together, we’ll craft a plan that aligns with your values and makes a difference in the causes you care about most. You’ll gain a trusted partner to support your philanthropic efforts.
Starter Package: Foundations of Giving
Ideal For: New philanthropists and Foundations beginning their giving journey.
Guidance to help define your core philanthropic values, mission, and vision.
Strategic guidance to set clear objectives, goals, and aligned activities that drive your philanthropic efforts.
Research & vet nonprofit causes and organizations within your focus area, identifying up to three well-aligned candidates for grant opportunities.
Strategic Partner Package
Ideal For: Donors and Foundations focused on impact, seeking ongoing support for strategic philanthropy.
All Starter Package Services Include:
Guidance on the development of grantmaking systems, priorities, and protocols, including streamlined application, review, and reporting processes to maximize impact.
Family planning session to involve the next generation of family leaders.
Establish efficient accountability partnerships to ensure your philanthropic vision and strategy are successfully realized.
Design tailored giving strategies.
Comprehensive Services Package
Ideal For: Legacy builders and time-constrained donors.
All Strategic Partner Package Services
On-going support with relationships and reporting (1 year period)
Customized Impact Reports (1 per year)
Legacy Architect Package
Ideal For: High-net-worth individuals and established foundations seeking bespoke, premium philanthropy services.
All Comprehensive Services Package Services includes:
Crisis Giving Strategies (1-2 customized rapid response plans)
Multi-year Strategic Philanthropy Roadmap
