We serve those making a positive difference through philanthropy.
Providing specialized guidance to individuals, families, and organizations that creates meaningful philanthropy with an impact.
How We Can Help You
We take this journey with you. We help you identify, actualize and fulfill your goals. What does that look like?
Listen
We spend a great deal of time listening to you. What matters most to you. What do you want to accomplish? What does success look like for you?
Learn
We will go on a learning journey with you. We will get as focused and granular as you want to address the issues about which you care most.
Develop + Implement
We will help you develop innovative and creative solutions using design methodology. This is the product. Implementation may be through grantmaking, advocacy, impact investing, volunteering, or advising.
Evaluate
Always reviewing what we have done, tweaking it and making it even more meaningful, each time. Did we help you accomplish your goals? How well did we do the work? What difference did we make?
Our Services
We are firm believers that if you fail to plan, you plan to fail.
• Philanthropic Consultation
• Facilitated family meetings
• Values and Interests exercises
• Mission and values statements development
• Genogram development and family timelines
• Developing strategic philanthropic plans
Education
• Donor engagement events and briefings designed to educate philanthropists on critical issues
• Governance—Board member roles and responsibilities
Grantmaking + Evaluation
• Complete grantmaking and evaluation services
• Development of priority areas
Legacy + Succession
• Succession planning
• Legacy statements
• Gift planning
Next Generation
• Philanthropy-focused programming for children (Ages 8 to 17)
• Customized training for the next generation (Ages 18 to 40)
Other Services
• Coaching staff who work with families and individuals in philanthropy
• Writing/editing about philanthropy in general, family philanthropy in particular
• Program and fund development
• Public Speaking/Presentations about the value and importance of family philanthropy and legacy
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Audrey masterfully enabled us as a family to articulate our deepest values and to apply these principles to our giving in a meaningful way.
- DeDe Engsberg
Let’s Work Together
We’d love to learn more about you. If you have questions or would like to know more about how we can help you make an informed philanthropic decision.
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