Planning
If you’re considering starting a new foundation or philanthropic initiative, the road ahead is full of complexities. Our strategic planning methods translate your ideas and intentions into a program that provides a clear path to the impact you envision. Because you’re unique among our clients, we start each engagement with openness and attention to the qualities and goals that set you apart: the process is built around you.
Research
You’re looking for the best opportunities for your resources; we consider it our primary role to help you find them. We’re experts at analyzing and synthesizing large amounts of information and making complex issues accessible, and we know the right questions to ask in order to surface core concerns. We can provide sector scans, benchmarking reports and subject-specific white papers to help you make confident giving decisions.
Advising
Our thoughtful planning, thorough research and practical guidance give you the power to bring your philanthropic vision to life. As seasoned consultants with years of experience working with individuals, families, corporations and foundations, we understand how to guide group dynamics and draw out the views of key decision-makers. Our advice emerges through a collaborative, iterative process that is informed by our findings, but ultimately bears your imprint.