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.
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.
Board and Family Meeting Support
Plan and facilitate meetings to enable productive discussions and effective decision-making.
Customized Solutions
Address specific client needs with individualized engagements to help our funders meet their philanthropic goals.
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.
Transitions and Generational Engagement
Craft approaches to involve family members, transition leadership, and/or create models for multi-generational engagement.