Philanthopic 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.

LEARN MORE

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.

LEARN MORE

FOUNDATIONS

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

LEARN MORE
 

LATEST POSTS

New research shows many donors are impact investors engaging rising generation

Important information about trends in individual and family philanthropy is revealed by two recent studies. These findings help us understand the nature of philanthropy in the U.S. They are pertinent to philanthropists and nonprofit organizations alike. The 2016 U.S. Trust Study of High Net Worth Philanthropy is a survey of 1,435 U.S. households with a…

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.