Some of the work we do with clients:
- Develop Family Mission Statements
- Create family governance structures and practices
- Establish Giving Plans
- Recommend appropriate tools to support your charitable giving
- Create Giving Guidelines
- Evaluate and recommend nonprofits
- Review grant reports
- Engage next generation family members
- Facilitate Family Meetings
- Support family members’ philanthropy education
- Identify individual and family service travel opportunities
Beyond the philanthropic results of our work, we focus on ways to connect your passions to ways you can have a positive impact in your local and global communities. By connecting your giving with your values and interests, we help you go beyond “reactive” or “checkbook” philanthropy, helping you feel more engaged and in control of your giving. The result is greater meaning and connection to people and causes you care about.