How we work
We work alongside family offices and private foundations to clarify focus, identify exceptional partners, and steward grants with rigor and discretion. The elements below are integrated and adapted for each client we serve.
We begin by helping you articulate what truly matters—often beneath the surface of past giving. Through structured conversations and thoughtful analysis, we clarify values, themes, and long-term intent, translating them into a philanthropic focus that can guide decisions for years to come.
Finding the right partners is essential to impactful philanthropy.
We research and identify nonprofits aligned with your goals, assessing capacity, leadership, track record, and the ability to deliver outcomes that matter to you.
We also support ongoing research in your focus areas, helping you stay informed about emerging issues and opportunities to deepen impact.
Effective grantmaking requires more than writing checks.
We support proposals and recommendations, draft agreements that clarify purpose and expectations, and manage ongoing communication, reporting, and relationships.
Our capacity support ensures your giving is executed with professionalism and care—while freeing you to engage at the level you prefer.
For families who choose to share aspects of their philanthropic work, we provide discreet communications support. Our approach emphasizes authenticity and restraint—helping articulate impact without compromising privacy.
Understanding what works is the foundation of continuous improvement.
We define measurable goals and outcomes at the outset, maintain regular check-ins, review reports, and provide clear updates on performance.
At the conclusion of each grant cycle, we summarize lessons learned and best practices to inform future strategy.
We work with a select number of clients each year to ensure high-touch support.