Services

Strategy & Programs

Identifying where and how donors can make the greatest impact on the issues and communities most important to them.

  • Articulation of purpose

  • Learning journey facilitation

  • Landscape analysis

  • Strategy development

  • Initiative and fund design, structure, and/or launch

  • Cohort and/or convening designing & facilitation

Operations

Ensuring donors have the right decision-making structures, platforms, capacity, and resources in place to carry out their visions.

  • Organizational design and evolution

  • Philanthropic ecosystem design and evolution

  • Family office advisory

  • Personal philanthropy services

  • Staff recruitment & onboarding

  • Retreat design & facilitation

Coaching & advisory

Governance

Helping donors and their senior leaders maximize their potential through ongoing thought partnership and coaching on big picture and day-to-day questions.

Strengthening decision-making, engagement, and strategic oversight.

  • Governance design and board facilitation

  • Advisory board strategy, development, and facilitation

  • Next gen engagement and support