Philanthropists
We help individuals, families, and founders to connect deeply and more impactfully with the causes and communities most important to them. Our expertise ranges from helping leaders understand what truly underpins their desire to give to building bespoke multigenerational family philanthropic programs.
We practice courageous values exploration, guiding leaders to tap into their convictions more fully and become powerful legacy creators and transformers of communities and systems. We work with partners who value our sense of honor, our strong personal investment in building enduring relationships, and the results we drive.
Our Commitment
Deeply Personal
We value you – as humans, as changemakers, as forces for good that endures in the world. We want to truly know you so that we can articulate your motivations and inspiration, develop your vision and plan, and create the outcomes that matter — together.
Straightforward & Kind
We bring thoughtful integrity to our work. That means sharing honest perspective — tactfully delivered — on philanthropic opportunities to seize and challenges to address.
Meaningful Results
We deliver on what we promise, a sense of commitment and purpose that animates all we do with you.
Our Approach
Exploration
Creating, deepening, and extending a legacy of generosity begins with understanding your purpose. What values animate you? What purpose drives you? What is your vision for a better world? These questions are more than philosophical. They are the core – the very foundation of your foundation or giving program.
Strategy
Philanthropy requires a strategic outlook – and we bring quiet expertise to the task, whether it’s looking at what’s required for a specific gift you’d like to make, establishing a philanthropic approach that can endure, or advising on how to bring the next generation of your family along on your giving journey.
Execution
Philanthropists must also attend to the practical details of giving. If needed, we assist with the must-know, must-do elements and mechanics that underpin your philanthropic support.
Contact Us
We’d love to hear from you!