Our Philanthropic Advisory Services
GIVING AUDIT & STRATEGY
- “Giving Passions & Motivations”
Inventory - Current Giving Analysis
- Create Realigned Giving Plan
SPECIALTY SERVICES
- Family Giving Plans
- Nonprofit Due Diligence & Research
- New Program Development
- Performance & Impact
- Volunteer Opportunities
- Giving Circles
- Philanthropic Leadership for Executives
B2B SERVICES
- In-house Philanthropic Advisory
- Philanthropic Education & Training
