How We Work Together
Services
Built for Thoughtful Donors
Services that meet you where you are.
Every client relationship begins with a discovery conversation. From there, we offer a range of engagements — from a focused strategy project to full philanthropy program management — designed to match where you are in your philanthropic journey.
Our core advisory work is structured in three engagement layers, each building on the last. We also offer training, speaking, and advisor partnership services for those who want to extend the reach of strategic philanthropy.
Advisory Services
Three layers of engagement.
Most clients begin with a Giving Strategy Engagement. Deeper layers of ongoing advisory support and full program management are available as the relationship grows.
Layer 01
Giving Strategy Engagement
Clarity, criteria, and a roadmap you own.
Ideal for individuals, couples, and families beginning or resetting their philanthropic journey.
Start a ConversationOverview
Our foundational engagement. We guide you through the full What–Who–How process, culminating in a personalized Giving Strategy Report you can use to evaluate past and future recipients entirely on your own.
What's Included
- Discovery meeting and giving history review
- Values and vision exploration sessions
- Cause and issue area prioritization
- Organizational attribute definition
- Evaluation framework for vetting recipients independently
- Six-to-eight-page Giving Strategy Report
- One follow-up review session
Layer 02
Ongoing Advisory Partnership
Continued guidance as your giving evolves.
Ideal for clients who have completed a Giving Strategy Engagement and want continued support.
Learn MoreOverview
For clients who want a sustained advisory relationship — keeping their giving strategy current, reviewing new opportunities, and deepening their philanthropic practice over time.
What's Included
- Quarterly reflection and strategy reviews
- Opportunity screening and assessment
- Annual giving plan updates
- Ad hoc consultation as needs arise
- Access to our nonprofit sector knowledge and network
Layer 03
Philanthropy Program Management
Your personal philanthropic family officer.
For clients who want to delegate the operational and analytical work of philanthropy entirely — while retaining all final decision-making authority.
InquireOverview
Our most comprehensive engagement. We function as a dedicated philanthropic officer on your behalf — proactively identifying and recommending potential beneficiaries, and managing the full lifecycle of funding requests you receive, from initial review through final recommendation.
What's Included
- Proactive identification of potential beneficiaries aligned to your strategy
- Receipt and triage of all inbound funding requests on your behalf
- Rigorous organizational vetting: leadership, financials, program effectiveness
- Written recommendation memos for every funding decision
- Ongoing portfolio monitoring of current grantees
- Annual giving portfolio review and strategic recalibration
- Full program management — we handle the work, you make the decisions
Beyond Advisory
Training, partnerships, and tools.
Education
Training & Speaking
In-person and virtual education for donors, families, corporate giving programs, and wealth management teams. Topics include strategic philanthropy, values-based giving, and building a giving culture within families or organizations.
- Keynote presentations
- Half-day and full-day workshops
- Family giving retreats
- Corporate team sessions
Collaboration
Advisor Partnerships
White-labeled or referral-based engagements for wealth managers, estate attorneys, CPAs, and financial planners who want to offer philanthropy advisory services to their clients — without building the capability in-house.
- Referral partnerships
- White-labeled client engagements
- Co-advisory arrangements
- Team training and education
Who We Serve
The thoughtful donor's partner.
We work with individuals, families and institutions who are generous by nature but want to give with greater intention — and with professional advisors who want to extend that capacity to the people they serve.
Individuals & Couples
Donors at any stage of their giving journey who want to give with more clarity and confidence.
Families
Multi-generational families navigating shared values, differing priorities, and the desire to give together.
Family Foundations
Small to mid-size foundations seeking strategic clarity and a more intentional grantmaking approach.
Wealth Advisors
Financial planners, estate attorneys, and CPAs who want to offer philanthropy guidance to their clients.
Not sure where to start?
Every engagement begins with a discovery conversation — a no-obligation call to understand your goals and determine whether we're the right fit. There's no pressure, just an honest conversation about what's possible.