Serving families, foundations, grantmaking organizations, and individual donors

Our Services

Strategic planning
Grantmaking management
Board or family facilitation
Staff coaching
Program Assessment and evaluation

Our Commitment to Clients

• Independent: Committed to working for you and only for you; represent no recipient organizations or charities so that there is no conflict of interest. We accept no fundraising or development contracts.
• Highest ethical standards: Committed to the most respected standards in the field of philanthropy. Your philanthropy should reflect your values.
• Strategic: Committed to assisting you in determining your goals as a donor and helping you select approaches and causes which give you the greatest satisfaction.
• Responsive: Committed to meeting your needs as philanthropists and as stewards of funds under your auspices.
• Collaborative: Committed to working in cooperation with your board, staff, lawyer, accountant, or asset manager.

[Due to the confidential nature of many of our client relationships, we do not publicize a list of our philanthropy clients. References will be made available upon request.]