Philanthropic Consulting
Our dedicated and highly-credentialed philanthropic professionals have a wealth of knowledge spanning philanthropy, business, non-profit sectors, government relations, finance, and law as well as access to networks cultivated over decades of practical experience working with families. Our goal is to provide you with tools and insights needed to achieve the greatest possible societal benefit, ensuring that your philanthropic efforts leave a lasting impact on succeeding generations.
Make Meaningful Change Rooted in Shared Family Values
Families often develop a more powerful sense of connectedness and cohesion through shared giving and commitment to causes that are most important to them. Through our Endure program, families can create lasting giving legacies while strengthening family bonds and developing a healthy attitude towards helping others and financial responsibility.
Pathways to Impact
Develops a process for navigating your philanthropic journey by way of four distinct philanthropic initiatives:
- Defining Your Philanthropic Purpose
- Choosing Your Philanthropic Vehicles
- Developing Family Philanthropic Governance
- Implementing a Family Giving Plan
Philanthropic Fundamentals
Provides the next generation with the knowledge, skills, and tools for participating in their family’s philanthropic journey or leading new charitable initiatives
Family Legacy & Philanthropic Transition Planning
Offers advice, education, and hands-on planning for families on how to prepare the next generation for the important responsibility of sustaining their philanthropic legacy
Developing Your Social Impact Roadmap
Identifies, creates, and implements a strategic step-by-step process to maximize charitable impact