If you are a wealth management, accounting, or law firm, we can help you:

• Assist you to help your clients get more satisfaction from their philanthropy
• Assist you to help your professional team understand trends in philanthropy, and how philanthropy can align with their legal and financial planning with clients’ interests
• Provide workshops for your clients
• Offer public presentations to local, regional, and national meetings
• Coach individual wealth or relationship managers or attorneys on particular client issues relating to philanthropy.

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.