—— Helping Donors Get Results ——
Helping Donors Get Results

Philanthropy is a powerful tool. Used well, we know it can change lives, communities and the world for the better, now and for years to come.

Who We Serve

Donors

We work with individuals, families, foundations, and businesses who want to see positive results with their charitable giving. We help you clarify your vision, develop strategy and measure progress.

Foundation Officers

We help you develop, review, assess and refine your foundation’s giving portfolio to better actualize the donor’s wishes and get results.

Financial Advisors

We work with financial managers, wealth advisors and family enterprise advisors to help their clients achieve their charitable vision and objectives through thoughtful planning, training, analysis and development of performance measures.

Focus on Results. Actionable Advice.

Independent and Experienced.

Let us help develop or refine your strategies for giving and unlock the power of philanthropy.