Client Services

From concept and strategy development to tailored advice on structures and programs, we tailor solutions that will drive impact and leverage all forms of client capital.

Field research, consultation and other forms of due diligence to inform donor recommendations for maximum impact so donors, family offices and foundation staff can focus on rapid disbursement.

Philanthropic events and other educational opportunities can be made available to clients, with a community-building focus to connect like-minded individuals who share an interest in similar causes.

With experience monitoring, assessing and evaluating a broad range of grants, projects and programs, client services are tailored for various styles and levels of risk tolerance.

Ongoing research and follow-up with non-profits and other investees can be provided to ensure donations achieve maximum impact and are appropriate to client goals.

From board and staff retreats to C-suite strategy huddles and grantee convenings, our experienced team can offer expert planning and facilitation.

New or experienced donors, board chairs and foundation leaders can struggle with challenges unique to their roles. Clients receive private, confidential advice managing any issue our founder has seen in 20+ years in the field.

Once a speechwriter for Secretary of State Madeleine Albright, our founder is experienced in crafting strategy, policy and publications for major donors and foundation CEO’s and board chairs.