Our Approach

“What we do stems directly from what we believe.”

-Millicent Fenwick

A Simple Approach

When donors are deeply engaged in the issues they care about and disciplined in their giving, they help the organizations they support become stronger and better able to support intended beneficiaries, thus creating lasting change.

A Simple Approach

When donors are deeply engaged in the issues they care about and disciplined in their giving, they help the organizations they support become stronger and better able to support intended beneficiaries, thus creating lasting change.

No One-Size-Fits-All

Philanthropy is personal and our approach is individualized to meet your unique needs. We begin the process by listening to you and working with you to shape our approach to your needs and priorities.

Ask the Right Questions and Do the Homework

Making decisions in philanthropy can be hard because the need is great and the resources are limited. Credo Philanthropy Advisors helps you get the information needed to make informed, impactful decisions on the issues you care about. We help identify opportunities, challenges, blind spots and partners.

Deliver Actionable Plans that Effect Change

Our combined knowledge, insight and experience in the nonprofit and business sectors will help us assist you in developing a giving experience that moves the needle on the issues you care about.

Commitment to Equity

We know that philanthropy should do good and not cause harm. We help you challenge faulty assumptions and uncover blind spots that could have unintended consequences on vulnerable communities.

We build our relationship with clients based on trust, respect, curiosity, candor and fun.

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