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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Changes to federal policies could drastically affect philanthropists, nonprofits

Ever since the United States was founded, charitable support of nonprofit organizations has been a fundamental part of its social fabric. Every day, nonprofits touch millions of Americans’ lives. They provide for essential human services, advocate for core democratic values and support people, animals, arts and the environment. Plus, nonprofits account for 11.4 million jobs…

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.