OUR CLIENTELE
Grantmakers including Individuals, Families, and Foundations
From first-time givers to more experienced philanthropists, we help you develop a personalized giving strategy aligned with your values and goals, ensure engagement from stakeholders, and identify impactful nonprofits.
We consider both your desired social impact and how philanthropy can serve you/your family personally, your organization, or your group. We also nurture the development of younger family or group members - empowering the Rising Generation to become thoughtful and committed change agents.
Advisor Firms
Many large financial firms offer philanthropic advisory services, but internal teams juggling numerous high-net-worth clients often struggle to provide truly detailed guidance. Even a seemingly simple landscape analysis of a specific cause can demand upwards of 50 hours of in-depth research and interviews – a time investment that limits the breadth and depth of service you can offer.
We empower you to transcend these limitations and stay at the center of your client relationship. We seamlessly augment your internal philanthropic capabilities, providing the expert support needed to craft impactful giving strategies for a wider range of clients.
Furthermore, we design and execute engaging, meaningful client events that showcase your firm's philanthropic expertise and deepen client relationships. Whether you're a financial services company, family office, or manage donor-advised funds, we partner with you to deliver exceptional philanthropic advisory services.