What We Do.

Philanthropic Advising & Grantmaking

Looking for a new strategy for an existing grant program?

Need help designing a new funding opportunity?

Want to evaluate a funding program?

Require assistance designing and facilitating application review processes?

Want professional guidance to kickstart or supercharge your individual giving?

Seek ways to create a multi-partner philanthropic strategy to tackle a community challenge?

We can do that.

Whether it’s mapping a giving strategy for a family or a foundation, identifying a need in a sector and building a grantmaking program to address it, measuring the impact of a philanthropic intervention, running a grant selection process, or creating funder collaborations to take on issues of advocacy, policy, and equity, we’ve done that.

Let us help you take the next step with your own grantmaking with our philanthropic advising services.

Our work will be grounded in your mission and capacity while responding to the environment and opportunity.  

Planning & Assessment

Desire a new strategy to better position your nonprofit in a changing marketplace?

Need an assessment of the success of your grantmaking program?

Require a business plan for a new line of
work at your community foundation? 

Want to assess the health of a nonprofit?

We can do that.

Whether it’s creating a strategic plan or business plan for a nonprofit or foundation, formulating a new grant program or evaluating an existing one, surveying stakeholders and diving into analytics to see how a nonprofit is doing, we’ve done that.

Let us help you take the next step with your own planning and assessment project.

Our work will be grounded in your mission and capacity while responding to the environment and opportunity.  

Research & Analysis

Considering a new line of work for your foundation or nonprofit?

Require an analysis that assesses how you measure up?

Need a landscape analysis to know who’s doing what where, when, and how?

We can do that.   

Whether it’s analyzing comparative philanthropy programs at community foundations, researching funding trends in a nonprofit sector, or assessing the state of cultural policy, we’ve done that. 

Let us help you take the next step with your own research and analysis project. 

Our work will be grounded in your mission and capacity while responding to the environment and opportunity.  

Coaching & Facilitation

Realizing that there’s no one you can talk to who truly gets it?

Need a no-risk chance to imagine solutions to a leadership or programmatic challenge?

Looking for someone who can help you think through the repercussions of a decision before you talk to your board or staff?

Require a neutral third-party to facilitate that board discussion or staff retreat?

We can do that.

Whether it’s helping an executive think through structural financial, programmatic, governance, or leadership challenges; mentoring a program officer to find the best grantmaking approach or strategize career moves; or facilitating your important conversations, retreats, and discussions, we’ve done that.

Let us help you take the next step with our coaching and facilitation services.

Our work will be grounded in your mission and capacity while responding to the environment and opportunity.