What We Do

To address the world’s biggest challenges, we need bold solutions that endure. That’s why everything we do is rooted in rigor, research, and our own first-hand experiences as practitioners. We bring expertise in education, workforce development, advocacy, and more, along with experience in creating new nonprofits and in program implementation.

… to impact

Our Services

We offer a broad range of services and can engage in a range of ways, from helping clients align their political giving to their philanthropy, to leveraging a 501(c)3 partner organization to streamline their giving.

We also offer support at a variety of levels:

  • Consulting 1:1s with clients
  • Educational and training sessions for wealth management firms
  • Outsourced offering in coordination with manager to dive in and support client philanthropy 

The greatest measure of our IMPACT is what our clients say about us:

In line with our mission to build a stronger philanthropic community through new skills and knowledge, we invest in the professional development of peer advisors to build the capacity of our entire field to distribute capital more joyfully, efficiently, and equitably.​

Looking for More Influence, Meaning, and Impact As An Advisor?

Advisors Accelerator is a professional development program designed for philanthropy advisors seeking to master the essential conversations for influential advising. Rather than focusing solely on technical expertise, this cohort-based program gives advisors the tools to help their donors unlock more impactful and joyful giving.

Advisors Accelerator Offers:

  • Meaningful Giving Guide Certification: A hands-on program delivered through in-person seminars with a heavy emphasis on practice and role-playing.
  • Practical Resource Library: Access to a wide range of videos and worksheets covering “day-to-day” essentials, such as landscape analyses, portfolio reviews, and the pros and cons of different giving structures (e.g., LLCs vs. foundations).
  • Subject Matter Deep Dives: Regular “Fireside Chats” with experts on hot topics like climate change, homelessness, and collaborative giving infrastructure.
  • Business Mechanics for Advisors: Monthly seminars specifically for solopreneurs and small firms covering pricing, profitability, and business development.
  • AI-Powered Support: A dedicated AI chat interface trained on the entire curriculum to provide real-time guidance for advisor queries.
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