Our Services

Individuals

Grow your impact through purposeful and strategic giving

  • Define your philanthropic purpose and vision for impact

  • Plan for where, how, and why you give

  • Identify organizations that align with your goals

  • Vet opportunities on a custom risk assessment

  • Track donation effectiveness with data-driven impact reports

  • Manage nonprofit relationships and recognition

  • Involve the next generation

Foundations

Maximize your impact to achieve your mission

  • Establish a mission, vision, and strategic roadmap

  • Develop and launch new programs

  • Manage grantmaking and nonprofit vetting

  • Review nonprofit funding requests and proposals

  • Conduct monitoring & evaluation for impact reporting

  • Support Board of Directors

  • Foster donor engagement

Companies

Support your community while growing your business

  • Develop or expand your social impact strategy

  • Create signature nonprofit partnerships and programs

  • Establish clear giving guidelines and criteria

  • Design employee giving and volunteering programs

  • Support cause marketing and event sponsorships

  • Engage consumers in community giving

  • Tell the story of your impact