For Donors and Their Teams

Strategy & Implementation

Whether you are just starting to think about your giving, navigating generational change, developing a new strategy, or years into your journey, we help clients move from vision to reality, providing strategy, thought partnership, and execution capacity along the way. Sharing our clients’ goals, we partner to find creative ways to achieve your mission. We have a track record of producing customized, high-quality analyses, strategic plans, grant portfolios, and learning experiences that meet the needs of our clients. Example services include: 

  • Landscape Analysis
  • Strategic Planning and Visioning
  • Portfolio Creation and Development
  • Next Generation Philanthropy and Succession Planning 

High-Impact Grantmaking

For donors looking to transform their ideas into concrete programs with measurable results, we are here to help you move money quickly and capably to where it's needed most. We harness our experience as practitioners to create the change you hope to see; we help you design, launch, implement, and evaluate the initiative from start to finish. Example services include: 

  • Program Design and Implementation
  • Program Launches and Execution
  • Grant Management and Administration
  • Impact Measurement

Field-Building

Whether you're a donor, a philanthropy advisor, or a social entrepreneur, all of us have a role to play in helping make the most of philanthropy in a world where urgent needs abound. Our field-building work provides resources and community connections to support your learning and growth through in-person training programs, online learning, convenings, and content curated for your specific role and goals. Example services include: 

  • Sector Training
  • Leadership Development
  • Community Convenings
  • Donor Collaboration and Co-Investing 
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