Individual and Family Philanthropy

We are passionate about philanthropy’s potential to accelerate change and address social and environmental issues in equitable and sustainable ways. We provide innovative and sustainable solutions to maximize the impact of your philanthropic dollars aligned with your mission, vision, values, and charitable endeavors. We meet you exactly where you are, designing and implementing innovative strategies that further your legacy and serve as a model of inspiration for future generations.

Offerings Include:

Family & Private Foundation Start-Up Assistance
Guiding you through establishing a new foundation, from legal setup and mission development to governance, grantmaking strategies, and regulatory compliance.

Philanthropic Program Design
Creating structured initiatives aligned with your mission, vision, and values, including defining objectives, identifying target populations, and setting measurable outcomes.

Strategy, Planning & Implementation
We help clarify your values, mission, and goals, crafting a tailored approach that shapes and translates your charitable interests into actionable plans. Developing comprehensive roadmaps to achieve charitable goals, ensuring purposeful and coordinated philanthropic activities.

Giving Portfolio Design
Matching your vision with suitable organizations and structuring and managing relationships for impactful giving.

Impact Evaluation
Assessing the effectiveness and outcomes of your philanthropic efforts, providing insights to refine your strategy.

Program Management
Partner to provide ongoing oversight and management of philanthropic efforts, including administrative and grantmaking responsibilities, to achieve intended outcomes, operational excellence, and meaningful engagement.

Succession Planning & Multi-Generational Engagement
We provide tools for family members to explore their philanthropic roles, fostering collaboration to focus collective resources effectively.