Our work with established and emerging philanthropists is confidential, respectful and innovative. We provide framework and support to enable them to realize their goals for impact and creating change in the issues they care about.
- Define a “balanced portfolio of giving” with respect to the donor’s issues of interest and the impact desired
- Formalize areas of giving and amount donated per area as a percentage of annual gifting
- Assess the most effective types of donations and donor interaction based on the project/organization to be funded and change the donor wants to accomplish
- Set up customized and efficient response and tracking systems for donations
- Provide analysis and recommendations to address operational and management challenges and opportunities facing individual donors and Private Family Foundations.
