WHAT WE DO

As philanthropic consultants and advisors we tailor each consulting engagement to the specific needs and resources of the client thereby offering our clients the capacity of a large firm while at the same time providing significant personal, creative, flexible and immediate attention to any situation. We provide the following services for our clients:

Leadership, Governance, & Fundraising Audits and Plans
Strategic Planning & Financial Forecasting
Executive Management and Board Engagement Coaching
Capital Campaign Planning Studies
Capital Campaign Quiet Phase Consultation
Major-Capital-Endowment Campaign Gift Strategy Development
Philanthropic assessment and planning studies for individuals and families
Philanthropic advisory services to families and individuals