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:
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 |
