From Start-Up to Legacy

We work with clients on a short or long-term basis that are:
  • beginning to consider establishing a philanthropic or CSR program
  • seeking new or alternative approaches, such as outsourcing projects or management
  • splitting or merging assets or programs
  • experiencing a liquidity event
  • establishing a legacy, involving the next generation
  • investing in their communities
  • searching for deeper assistance once they have started a fund, trust or sustainability program
  • expanding their reach, entering new communities, or simply want excellent professional management of their on-going efforts 
  • in need of interim leadership or training
Selected Services - Customize to Meet Your Needs

Advising & Assessment for Strong Responsive Programs

  • Align philanthropic or corporate responsibility programs with shared values & goals
  • Strategic planning
  • Feasibility studies, landscape analysis & benchmarking
  • Program & grant impact assessment

Engagement for Enrichment

  • Next generation board members
  • Employees
  • Community

Program Development for Effectiveness

  • Create, revise, adjust giving strategy/community investment initiatives
  • Develop mission statement, guidelines, operations plans, procedures, metrics
  • Research/locate nonprofits/NGOs meeting organization's interests
  • Plan, design, and implement projects

Operations for Excellence

  • Manage foundation operations & grants administration
  • Create & monitor budget
  • Develop requests for proposals & application process
  • Conduct site visits & due diligence
  • Review proposals & make recommendations
  • Facilitate meetings & retreats, produce presentations
  • Design & manage: employee grant making, giving, volunteer, scholarship, disaster relief and cause-related programs
  • Communicate program to designated constituencies
Foundation - Donor -  Corporate Social Responsibility Advisors