Client Resources

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We provide intimate problem-solving spaces for high net worth individual donors that build community and explore philanthropy's challenges, joys, and opportunities.

We design, incubate, test, and evaluate high-impact initiatives based on client needs, goals, and the latest field intelligence.

We use our government oversight experience to limit risk and forecast trends across the 501(c)(3), 501(c)(4), 527, DAF, LLC, and pooled fund operating landscapes.

We provide 1:1 advising tailored to meet your individual needs, whether it's portfolio design, navigating grantee relationships, or sharpening your overall giving strategy.

We vet and identify high-potential grantees that align with your vision and goals. We specialize in innovative giving vehicles, capacity building, and rapid-response grant design.

Through our strategic planning retreats, impact audits, and board of director trainings, we analyze the data, facilitate the tough conversations, and ask the right questions to build trust and maximize learning.