“Tracy and Maurice took the time to understand the varied perspectives between the generations and between different branches of our extended family and helped us realize our shared values. With sensitivity to the complexities of our family and the needs of the organizations we support, they developed recommendations to strengthen our grantmaking and deepen the impact.”

– Debbie Sosland-Edelman, Sosland Foundation

“What a pleasure it has been to work with the Credo team. First of all, they listen and ask questions that challenge our thinking around where we want to go with our grantmaking. In particular, we value their thoughtful and candid assessments of how we can achieve lasting solutions to needs in our community, including those of the most disadvantaged.”

– Mayra Aguirre, Hall Family Foundation

“Tracy and Maurice worked closely with us over several years and understood us and our unique culture as a family-led foundation. Credo is relationship-focused, not transactional, and they used their insights about us to help us improve our governance and advance our strategic direction. We are stronger and more effective as a result of our partnership with Credo.”

– Clay Patterson, Patterson Family Foundation