If you are an individual philanthropist, we can help you:

• Develop your giving strategies, focus, and direction
• Serve as a sounding board as you determine your long term interests for family involvement and succession, including if, when, and how to involve children, grandchildren, other relatives, and outsiders.
• Assess the impact and outcomes of your current giving
• Assess and help formulate potential new directions for partnerships, innovative and venture philanthropy projects
• Develop exit strategies for projects in which you are no longer interested or wish to discontinue funding
• Work with your other professional advisors to make sure that your legal and financial decisions are aligned with your philanthropic goals. We will also help you choose between direct giving, setting up a private foundation, using a donor advised funds, or other vehicles.

We do NOT manage your money, your legal affairs, or the back office administration of your grantmaking. Nor do we accept any fundraising or development contracts. We are happy to refer you to others who do can do these things well.