Our firm provides a comprehensive range of philanthropic services, including:

Philanthropy Management - administering and supervising all aspects of your philanthropy, essentially serving as your foundation office and staff.

Program Management - acting as program staff on behalf of our clients. This includes managing relationships with current and potential nonprofit grantees, participating in board meetings, and serving as a resource and guide in program areas.

Program Development - through discussion, research and community knowledge, we work with our clients to develop and execute grantmaking plans that reflect their values and areas of interest.

Defining/Refining Structures - setting up systems and infrastructure for grantmaking or helping to refine systems and infrastructure that are already in place. Examples include mission, guidelines, governance, legacy and donor intent.

Mentoring - acting as a guide to help clients refine their grantmaking skills. This service ranges from meeting once per month to providing daily guidance in-house.

Specific Issue - providing consulting services on a project basis in a particular area of charitable giving. Examples include researching an issue area, providing options when considering a foundation, and helping clients align their values with their grantmaking.