ADVISORY SERVICES

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We understand that your philanthropic journey is unique. Whether you're driven by a deep-seated passion, broad curiosity, or simply looking for a more organized approach to giving, we're here to guide you every step of the way.

• Tailored to Your Learning Style: We adapt to your learning preferences, blending structured learning with real-world experiences.
• Holistic Perspective: We consider both the external mission of your giving and its role in fostering family/group connectivity and personal growth.
• Focus on Your Values: We help you define your mission, values, and philanthropic goals, whether through a structured process or a more experiential approach, at your pace.
• Navigating Resources: We connect you with other donors, provide insights into the philanthropic landscape, leverage your attendance at conferences, and empower you to make confident decisions.

• The Impactful Entrepreneurs: A successful entrepreneurial couple recently sold their business and are eager to dedicate their time and resources to addressing climate change. They seek a strategic approach to their giving and desire to learn from other experienced philanthropists.
• The Reimagined Individual: A divorcee, navigating a new chapter in life with a significant settlement, is seeking to explore her curiosity about the intersection of maternal health and doula education. She values a flexible approach and the opportunity to connect with a community of like-minded donors.
• The Next-Gen Leaders: A family just divided an existing family foundation into three DAFs for their adult children. Each Rising Gen family member is ready to define their own philanthropic path and find their unique voice in giving.
• Family Philanthropy in Transition: A family, with a history of charitable giving, primarily through checkbook philanthropy, is establishing a family foundation and seeking to engage children in their teens and early 20’s. Overwhelmed by the vast array of potential causes and some strong opinions, they need a structured approach to identify shared priorities and develop a cohesive giving strategy which engages everyone.

Our expert team conducts in-depth research and interviews to identify a pool of high-potential organizations perfectly aligned with your philanthropic goals. We guide you through the process, ensuring you make informed decisions about your grantmaking portfolio.

• The Impact-Driven Individual: A retired couple seeking to support building trades education in their new home of Florida. They desire a streamlined approach, so they can focus on impact rather than doing extensive research.
• Private Bank Philanthropic Advisor Requires Research Expertise: Juggling numerous client demands, a philanthropic advisor at a private bank requires research support to identify suitable girls' education programs in Rajasthan, India, for a client. The advisor has completed the initial mission and values assessment but doesn't have the bandwidth for 50-70 hours of initial research. 
• The DAF Holder Exploring New Horizons: A DAF holder, who is already funding in several issue areas, was eager to address food insecurity in Kansas and required assistance beyond what she could access through the DAF provider. She favors prioritizing smaller, grassroots organizations and potentially supporting innovative, early-stage programs.
• Family Business Gives Back to Their Community: A successful family restaurant business in the Southeast recognizes the importance of supporting the local small business ecosystem. The new corporate foundation’s grants committee is ready to invest in a community support initiative but needs help transitioning from initial ideas to a practical, impactful program.