Multi-Generational Giving
Telling Your Story
We create historical giving and impact reports to help tell the story of your foundation's philanthropic engagement. Insight into your unique history supports continued vitality in the present and into the future.
Strategy Development
We help you define objectives and create giving strategies that honor individual passion and strengthen a collective sense of purpose.
Philanthropic Education
We offer tools and resources to deepen knowledge in philanthropic best practices.
Portfolio Curation
Whether you seek to advance a single cause, or wish to support a range of issues, our team provides recommendations for best practices.
We facilitate inter-generational engagement that builds collective understanding while respecting diverse viewpoints. We help develop giving strategies that reflect shared values and honor loved ones.