Foundational Principles

In collaboration with key stakeholders, develop or refine a philanthropic direction and strategy, establishing a mission and vision guided by core values

Landscape Assessment

Utilize our extensive networks and knowledge to perform analyses and sector mapping to aid funders in making informed decisions

Customized Solutions

Grantmaking Strategy

Design grantmaking strategies that align with funders' styles, goals, and capacity, positioning the family or foundation for impactful and meaningful giving in chosen areas

Transitions and Generational Engagement

Craft approaches to involve family members, transition leadership, and/or create models for multi-generational engagement

Grantmaking Support

Full-service management and/or bespoke support for grantmaking to advance funders’ goals, including portfolio analysis, due diligence, and assessment of potential funding areas and/or individual grantees

Board and Family Meeting Support

Plan and facilitate meetings to enable productive discussions and effective decision-making