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Philanthropic Advising
Client Comments
"Thanks for your wise counsel. I could not succeed and be willing to take such risks without it!"
 
"My [late] husband once said to me, 'some bills feel good to pay.' This is one of them. Thank you very much..."
 
"We wanted to take a moment to express our appreciation for your guidance and leadership…. Your approach was wonderful, your ideas meaningful, and I really believe we received some wonderful guidance."
 
"Just wanted to say how much we appreciated your time, wisdom and expertise. Your grasp of the situation was on target, and your advice was smart and helpful."
 
"Everything you did was enormously valuable to us. I have continued to hear raves from Tuesday evening and, in addition to the supporting foundation that we firmed up, the visit was directly or indirectly responsible for the establishment of four new funds."
 
"Just a note to let you know that we benefited from your [workshop] on strategic grantmaking. We have just completed a gift that was intended as a memorial to my father. The entire process of determining the recipient and then working out the details of the gift, which were stated in a letter of understanding, was done in accordance with some of the principles we learned in your class. Knowing how to go about the process resulted in our getting what we wanted, including our confidence that the gift would be substantially useful to the community. The gift will provide children's books and programs at the public library that our family have all used. Thank you for your counsel."
 
"Thank you immensely for the valuable time and priceless advice. It is so refreshing to hear wise words from someone who wears multiple hats with extended layers of experience and expertise! I look forward to more conversations and learning in the future."
 
"I just wanted to thank you for a lively and very informative day. I think everyone learned a great deal from your presentation. I know I did. My dad was very impressed and thought you did an excellent job organizing and presenting the material. As I am sure you realize the meeting with the grandchildren was the highlight of their day. They loved dialoguing with you and are already wondering how they can continue the conversation with you and then hopefully open it up to include ..., ..., and me. I know we touched on this and perhaps we can revisit this idea. Again, on behalf of my family I thank you for enlightening us about strategic grantmaking and for emphasizing how an understanding one's personal goals and style influence decisions. I look forward to seeing you again soon and continuing our own dialogue on families and philanthropy."
 
"It could have taken us six months and probably several skirmishes to get to the place you brought us to in two hours. I can't thank you enough."
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