What We Build
Every engagement is tailored. No templates, no shortcuts.
We offer a full suite of philanthropic advisory services — from initial strategy through ongoing grant management. Engagements are tailored to each client.
Philanthropic Strategy
- Define and develop a philanthropic focus based on your values and past giving
- Clarify mission and set clear philanthropic goals and guidelines
- Guide grant recommendation strategy discussions
- Design a grant program aligned with your giving account’s mission
Nonprofit Identification & Due Diligence
- Research and compile curated lists of nonprofits aligned with your grantmaking goals
- Assess nonprofit capacity and ability to implement programs
- Conduct research on relevant topics to refine grantmaking priorities
Grant Management & Capacity Support
- Support the proposal and grant recommendation process
- Draft non-binding agreements outlining grant purpose and reporting expectations
- Oversee ongoing grant communication, nonprofit relationships, and reporting
Communications Support
- Assist with external messaging about your philanthropy
- Raise awareness of your impact areas and programs with appropriate audiences
Evaluation & Impact Measurement
- Define measurable goals and outcomes
- Conduct grantee check-ins and monitor progress
- Review grant reports and conduct impact evaluations
- Provide regular updates and lessons-learned summaries