OUR SERVICES
OUR PERSONALIZED SERVICES
Strategic Planning
We help clients write a concise mission statement based upon their deepest held values and personal goals. A mission statement is essential for effective and efficient philanthropy. Our step-by-step process will transform a client’s charitable aspirations into a focused strategic plan.
General Philanthropic Consulting
We develop grantmaking guidelines, conduct due diligence, analyze financial statements, make site visits, and measure the impact of a gift to ensure a client's money is being used appropriately and in line with expectations. We provide clients the guidance and insight they need to donate with confidence.
Family Philanthropy
We instruct clients on the best ways to educate and involve the next generation. Family engagement is essential for long-term sustainability and training the next generation is vital. We foster family engagement across multiple generations, creating unity and a sense of shared responsibility.
Foundation Management
We offer specialized consulting services for private foundations to ensure they adhere to their mission, meet their legal and financial compliance requirements, and maximize their philanthropic impact. Clients can offload the administrative burden of running a foundation and, instead, focus on the joy of giving.
Legacy Planning & Ethical Wills
We help clients memorialize their values and life lessons. Unlike traditional wills that pass down assets, ethical wills pass on the intangible wealth of wisdom and moral guidance. Using our framework clients document what matters most – their principles, beliefs and life lessons. Craft your legacy and inspire future generations with an ethical will.