Philanthropic Strategists For:

FAMILIES & INDIVIDUALS

No matter how far along you are with your charitable efforts, we will help you organize your approach, and strategically design, implement and evaluate your philanthropic plans.

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BUSINESSES

We will work your business's key stakeholders to identify and design strategic internal and external approaches to your community investment that enhance engagement of employees and customers.

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FOUNDATIONS

We will help your private or public foundation design and implement strategic plans to organize, manage, implement and evaluate its philanthropic mission.

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LATEST POSTS

Next-generation donors will revolutionize philanthropy

We are currently engaged in the largest wealth transfer in history. Over 50 years, between 2007 and 2061, an estimated $59 trillion will pass from older to younger generations. In addition, many wealthy millennials, like Mark Zuckerberg and his peers, are generating their own substantial wealth. It is expected that up to half of this…

As an individual, family, business or foundation making philanthropic decisions – or a trusted advisor to these groups – you face many questions:

  • How can we most effectively transform our community, our country or our world?
  • What are we hoping to achieve for ourselves in the process?
  • Do we have a strategy to achieve our internal and external goals?
  • Which nonprofit organizations can best help us achieve our mission?
  • How do we decide how much to give?
  • How do we evaluate the impact of our giving?
  • How do we align our philanthropic capital with our mission?
  • How can we engage the rising generations in our family or business philanthropy?
  • How do we take our foundation to the next level?

We will work closely with you to design, implement, manage and evaluate your philanthropic initiatives through strategic and actionable plans for yourself, your family, business, or foundation.