We work with both new and seasoned donors - individuals, families and foundations - to maximize their impact as they establish their philanthropic initiatives and also review these.  Working together with our clients we help:

• Articulate their core values and clarify their philanthropic vision and intent
• Educate them about their philanthropic choices and the decisions of their peers
• Design strategic philanthropic plans to: prioritize and structure their giving, accommodate the different interests of family members and trustees, and measure their progress
• Establish optimal governance structures for their foundations
• Facilitate family and trustee meetings to evaluate direction, policy and strategy
• Involve their next generation members
• Negotiate terms of their major gifts
• Liaise with their PR officers to receive appropriate recognition for their gifts

Once a philanthropic direction has been set, we offer on-going consultation, as needed, and facilitate an annual strategic plan update.

Our goal is for our clients to derive great satisfaction from their philanthropy while knowing they have made well-placed social investments.