Areas Of Expertise

We provide a comprehensive set of services that range from traditional to “Wow, I didn’t know that was possible.”

• Mission, Vision and Strategic Plan Development

• Building of Cause-Related Organizations

• Branding, Positioning, and Marketing

• Development of Websites, New Technologies, and Prizes

• Guiding Charitable Giving in Perpetuity

• Impact Measurement

• Preserving Donor Intent

• Avoiding Mission Drift

• Roadmapping Distribution Schedule

DEDICATED SERVICES

• Personal Client Advisor

• Budget Creation and Tracking

• Physical Office

• Funding Collaborations with Other Donors

• Coalition-Building

• Unique and Exclusive Experiences

• Family Philanthropy

• Artist, Athlete and Celebrity Engagement

• Negotiation of Naming Rights

• Professional Service Referrals

CHARITABLE VEHICLE MANAGMENT

• Strategic Planning

• Impact Measurement

• Staff Roles and Best Practices

• Board Development

• Succession Planning

GRANT MAKING

• Creation and Implementation

• Research and Due Diligence

• Grantee Coaching

• Impact Assessment

• Grant Reporting