For Donors
Whether you’re crafting a new philanthropic initiative, refining your approach, or facing a transition in governance or leadership, we can help you reach your full potential for positive impact.
Clarifying Your Purpose
Successful and sustained giving most often is dependent on a clear sense of purpose. Through a series of guided conversations, we will help you articulate the values and interests driving your motivation to give, then work with you to define or refine your philanthropic vision and mission.
Structuring Your Giving
When giving at a certain magnitude, you may benefit from a more formal philanthropic structure. The purpose of your giving is as essential to this decision as are the legal, tax, and financial considerations. We can augment your conversations with other key advisors to help you select the appropriate giving vehicle(s) to accomplish your goals.
Developing Your Plan
With a clear purpose in hand, we can work with you to develop a roadmap for creating impact. Through research and facilitated conversations, we will help focus your funding priorities and define parameters for your giving. If desired, we can propose an inaugural docket of organizations for your consideration.
Finding Your Community
Donors play an important role in the creation of positive impact, but they cannot be effective on their own. We will help you understand your role vis-a-vis the nonprofit sector and introduce you to peer networks, funder collaboratives, and conference opportunities based on your role and interests.
Building Your Team
At a certain level of grantmaking activity, your philanthropy may require staffing. We can advise on when you may require ongoing support and what type of staffing would be most beneficial. We can help you develop role descriptions and identify and interview candidates.