Our Approach

We provide the infrastructure, partnership, and care needed to navigate your unique philanthropic journey.

We’re active listeners, day-to-day partners, and trusted advisors.

We provide private foundations with the expertise and infrastructure of a professional staff—without the expense of hiring or adding to their existing headcount. Our talented team of industry professionals can provide you with everything from strategic advice and board support to research, grantmaking, and financial management. We’ll handle the small—yet critical—details, like filing important documents on time, ensuring grantmaking remains compliant, and keeping excellent records, so you can focus on the big picture with confidence. You’ll even have access to our multiple office locations as a physical home for your operations.

We provide comprehensive services for every stage of development.

Every foundation is different. Whether you’re just getting started or ready to take the next step, we begin by understanding exactly where you are in your philanthropic journey and work together to develop a plan for your next stage of growth. Then, we assign a team of dedicated experts who can provide the services and expertise you need to streamline operations, identify areas of impact, and amplify your giving strategy. Our service areas include:

Philanthropic Strategy 

  • Startup & Transition Support
  • Day to Day Client Counsel and Engagement
  • Strategic Planning
  • Communications Support
  • DEI Practices 
  • Multigenerational Philanthropy

Operational Management

  • Administrative Services 
  • Foundation  Accounting 
  • Bookkeeping
  • Governance & Board Support
  • Secure Payment Processing & Oversight
  • Compliance  

Grantmaking Support

  • Research & Analysis
  • Due Diligence
  • Administration & Stewardship
  • Payment Processing
  • Measurement & Evaluation

What makes us different? Trusted relationships with collaboration at the core.

We leverage the collective expertise of our team to both streamline and enhance your giving. We leverage this collective expertise to provide integrated strategic and operational support.

We believe in building enduring relationships—with our clients and between private foundations and the nonprofits advancing the causes they support. Your hand-picked team of professional experts will quickly become a familiar and collaborative extension of your foundation team. We’re motivated by philanthropy’s potential to change the world for the better, and we’re inspired by the foundations and nonprofits we work with every day. We’re approachable and compassionate, embracing our partners’ goals and passions as our own to help identify effective opportunities, honor legacies, and shepherd long-term giving strategies.

Our Services
We’ll tailor our services to match your foundation’s goals and needs, providing dedicated partnership and responsive support from day one.
Philanthropic Strategy
We partner with foundations at all stages of growth to provide the strategic advice, board support, and advocacy they need to establish or evolve their philanthropic voice and give effectively.
Operational Management
We provide a full suite of operational services, including financial management, governance, and compliance. We can also function as your daily back office team, minimizing foundation overhead and maximizing your grantmaking efforts.
Grantmaking Support
Our experienced team can facilitate all aspects of your giving program, from vetting potential grantees to structuring grants, distributing funds, ensuring compliance and managing reporting.