Our approach:
Tailored, informed, adaptive, effective.
We are known for guiding ‘win-win’ investments that support both client goals and community needs.
Field Expertise
We are versatile and sophisticated generalists.
Our clients’ giving areas vary and span local, national and international geographies.
We have deep expertise in grantmaking, launching new ventures, and collective giving, and an extensive network of issue area experts.
Services
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Fractional foundation programs +operations management
Interim program officer staffing for private foundations, community foundations, + CSR departments
Advisement on charitable giving structure + staffing
Special Projects
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Designing, launching + guiding donor ventures and partnerships
Developing + implementing grantmaking systems
Building + coordinating cross-functional teams
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Vision + Mission Development
Strategic Planning
Giving Strategy
Legacy Planning
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Conducting field research
Identifying field needs + opportunities
Donor education
Vetting funding opportunities
Conducting stakeholder interviews
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Giving Values Identification
Charitable Giving Analysis
Tracking + Measuring Impact
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Meeting Facilitation
Multiple generation engagement
Site Visit Facilitation
Introductions to prospective partners + field leaders
Drafting + executing gift agreements with nonprofits