End-to-end philanthropic advisory.

Every effective giving program begins with clarity of purpose.

We assess your past giving, identify themes and values, and translate those insights into a clear philanthropic focus—mission, goals, and guidelines that shape grantmaking for years to come.

When needed, we design or refine complete grant programs—from concept through implementation.

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 clients who wish to share their philanthropic story—whether to inspire others, attract co-funders, or raise awareness—we provide communications support.

We craft narratives that authentically represent your impact areas and programs while respecting your preferences for 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.