Our Services

We help you envision, define, and achieve your philanthropy.

Clients entrust us to help them imagine and generate the possible, and to align values and passions with causes.

We help them transform their vision into operational programs, governance structures, and initiatives that achieve measurable goals and result in demonstrable social change.

We work with clients to conceptualize goals, define roadmaps and identify the partnerships, peer groups, governance and operating models needed to make an impact.

We bring in partners with specialized expertise, if needed, to support a client engagement and fulfill their vision. Learn more about our partners.

Services for Grantmakers & Funders

We create a unique mix of services that evolve with the stage of the organization’s development and priorities

    • Designing and scaling private foundations or other donor vehicles

    • Family engagement planning and activities

    • Grantmaking design and execution

    • Current grant program review and refinement

    • Program or initiative design

    • Place-based community initiatives & cross-sector partnerships

    • Funder collaboratives & pooled giving

    • Peer funder Learning groups or communities of practice

    • Community engagement

    • Capacity-building support resiliency and adaptability

    • Strategic planning

    • Business planning

    • Strategic communications and branding

    • Focus groups

    • Visioning workshops

    • Board design & development

    • Board education, trainings & workshops

    • Next gen engagement programs

    • Executive, board, and officer coaching

    • Good governance policy and procedures review

    • Board handbooks

    • Operating & staffing models

    • Technical assistance for complex private foundation business models

    • Internal operations, finance, and grantmaking systems

    • Organization (grantmaking, HR, accounting, etc.) policies & procedures

    • Coordination with family office, accounting, legal, and other professionals to support compliance and execution of activities

    • Interim executive services to manage through transitions or change

    • Outsourced part-time chief executive services

    • Succession & transitions

    • Next gen programs

    • Mastermind groups & peer learning

    • Customized workshops or trainings for staff or board

    • Retreats - visioning, values development, family connections

    • Cohort training programs for multiple private foundation staff

Services for Grantees & Charitable Organizations

We support grantees with consulting services to maximize their ability to fulfill their missions sustainably. We provide expert guidance to help them turn the culture of scarcity that plagues many nonprofits into a culture of resiliency and adaptability.

Our services include:

  • Leadership coaching for CEOs and board chairs/directors

  • Board retreats

  • Customized workshops/trainings

  • Cohort training programs

  • Interim executive services to support and stabilize organizations during transitions.

Contact us to see what we can do for you!