Philanthropic
Advising
Your philanthropy deserves the same rigor as the work it funds.
Family foundations are built on deep personal values — but turning those values into lasting, meaningful impact requires more than good intentions. We bring the operational expertise, grantmaking experience, and strategic clarity to help your foundation run with the same excellence you expect from the organizations you support.
Foundation Health Assessment: A structured review of your grantmaking, governance, compliance, and communications - with clear recommendations for what to strengthen
What Philanthropic Advising Could Look like
Grant Evaluation & Due Diligence: Reviewing proposals, developing scoring frameworks, and preparing board-ready grant recommendations
Board Governance & Family Facilitation: Facilitating board retreats, clarifying roles among family members, and supporting next-generation engagement in foundation leadership
Fractional Executive Director Support: Managing the full grantmaking cycle - from strategy and solicitation through due diligence, awards, and grantee stewardship
Foundation Setup & Strategy: Establishing your mission, grantmaking focus, governance policies, and operational infrastructure from the ground up.
Fractional Executive Director Support: Managing the full grantmaking cycle - from strategy and solicitation through due diligence, awards, and grantee stewardship
Foundation Setup & Strategy: Establishing your mission, grantmaking focus, governance policies, and operational infrastructure from the ground up.
Grant Evaluation & Due Diligence: Reviewing proposals, developing scoring frameworks, and preparing board-ready grant recommendations
Board Governance & Family Facilitation: Facilitating board retreats, clarifying roles among family members, and supporting next-generation engagement in foundation leadership
Foundation Health Assessment: A structured review of your grantmaking, governance, compliance, and communications - with clear recommendations for what to strengthen