Who We Serve
Each member of a family has a unique perspective and motivation for their giving. We refine and align these philanthropic objectives to ensure you can become proactive and strategic rather than reactive in your giving. We’ll walk you through developing a bespoke framework, identifying giving opportunities, and engaging prospective grantees, often providing behind-the-scenes staffing support so you can balance your work and family obligations with your giving objectives. From advisory to infrastructure services, we will help you achieve your goals.
Whether it’s family giving strategy or back-office support, we will help you achieve your goals.
Advisory
Design giving frameworks for families to identify, evaluate, and capitalize on philanthropic investments that align with priority issue areas.
Research and analyze the funding landscape of a given sector and funding opportunities.
Infrastructure
Augment your capacity with experienced staff who know the ins and outs of grant making and grantee relationship management.
Helping a multi-generational family establish a framework for philanthropic investment
