how we help maximize giving and amplify impact

Our firm works with a broad range of organizations: families and individual donors, private foundations and public charities: to address how they can most effectively and purposefully allocate their resources to create lasting value and contribute to the social and economic advancement of their community. We address the organizational capacity, program directives, collaborative partnerships, performance measurement and strategic planning of your charitable portfolio. Services include establishment of your charitable giving vehicle, mission and program planning, grants management and administration, investment policy and financial planning, and evaluation of grantmaking opportunities specific to your field of interest. We work with clients through each step of the process; build-out, design, and operational activities for effective, sustainable philanthropic programs.

Program Design and Strategic Planning:

Develop a mission and plan of action, identify social issue areas you want to tackle, and establish practical solutions and opportunities for innovative giving, including building creative initiatives that will advance your philanthropic goals. Collaborate with organizations to advance strategies and strengthen leadership capacity, build implementation plans and source nonprofit partnerships that yield lasting impact.

Grants Management and evaluation:

Receive guidance and expertise on best practices that navigate a seamless grantmaking process. Create charitable spending budgets, identify grant-funding opportunities, and gain visibility for your mission outreach to key stakeholders within your field of work. Conduct due diligence in the grantmakng development process, prepare RFP’s, monitor development and programmatic activities and present recommendations on targeted nonprofit programs in accordance with donor’s mission.

Private Foundation Management and Administration: 

Deliver specialized foundation management services and planned giving administration, including coordination of meetings, grant making activities and compliance matters for private foundations; set-up and processing of planned gifts; and coordination and analysis of tax and financial planning. Establish and manage grantmaking procedures and compliance standards, grantee communications, performance monitoring, record keeping, financial management, charitable spending projections, growth and development planning.

Governance practices and oversight: 

Plan and facilitate board meetings, board communication, create and maintain foundation policies and records, identify opportunities for board members to network with other funders, present relevant research, and initiate co-funding, or capacity-building opportunities within the sector.

Financial Management and Investment Policies: 

Select and/or act as a liaison between donors, outsourced managers and investment advisors that ensures mission-related objectives and operations requirements are met, coordinating for proper due diligence, tax and legal compliance, and sound asset management strategies are implemented. Provide counsel on fiduciary investment and administration, business development, asset allocation and investment policy development, performance measurement, private investment deal flow and manager research in line with client’s objectives.