
OUR SERVICES

Philanthropic Advising
Philanthropic Advising offers a comprehensive approach to help individuals create a focused and effective personal giving strategy.
Our services include:
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Defining philanthropic values and vision.
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Establishing grantmaking priorities and processes.
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Vetting nonprofit organizations with donors' interests.
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Facilitating board meetings, training, and succession planning.
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Supporting the development of future family philanthropists.
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Organizing mission-immersion experiences for board members and stakeholders.
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Offering strategic coaching and mentoring to further philanthropic pursuits.
The goal is to connect donors with impactful solutions to address the worlds most pressing challenges.
Fundraising Solutions
We provide practical, results-driven solutions designed to help your organization unlock its full fundraising potential. Our approach focuses on identifying opportunities, streamlining processes, and implementing strategies that align with your mission and goals. By leveraging innovative tools, data-driven insights, and industry best practices, we ensure your fundraising efforts are both effective and sustainable. Whether you’re looking to increase donor retention, expand your funding sources, or develop impactful campaigns, our solutions empower your organization to maximize its capabilities and achieve long-term success.


Strategic Planning
We assist your nonprofit in evaluating its goals and developing a bold, actionable plan to achieve them. Our approach begins with a comprehensive assessment of your organization’s mission, strengths, and challenges to ensure a deep understanding of your unique needs. From there, we collaborate with your team to create a strategic roadmap that focuses on measurable outcomes, innovative solutions, and sustainable growth. Whether you aim to expand your programs, increase community impact, or enhance operational efficiency, we provide the guidance and expertise needed to turn your vision into reality.
Board Development
We help you develop, strengthen, and energize your board to effectively meet the needs of your nonprofit. Our approach focuses on equipping your board members with the skills, knowledge, and confidence necessary to provide strong leadership and strategic direction. Through tailored training sessions, governance support, and team-building initiatives, we ensure your board is aligned with your mission and prepared to drive meaningful impact. Whether it’s improving communication, enhancing decision-making, or fostering a culture of collaboration, we empower your board to operate at its highest potential, ensuring your organization thrives in its mission and goals.

Workshops & Training
We deliver customized, interactive training sessions designed to empower your team with the knowledge and tools needed to maximize donor engagement. Our training programs are tailored to address the unique challenges and opportunities your organization faces, ensuring that your staff and volunteers are equipped to build stronger relationships with donors. Through proven strategies, innovative techniques, and practical insights, we help you create meaningful connections that inspire generosity and long-term support. Whether it’s improving communication skills, crafting compelling fundraising campaigns, or understanding donor behavior, our training sessions provide actionable solutions to enhance your organization’s fundraising success.
Building A Board
Designed to deliver a real-life education that empowers nonprofit leaders to govern successfully.​
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*A better understanding of the board’s purpose, roles and responsibilities.
*A new framework for board recruitment, orientation, evaluation, policies and procedures.
*A higher, more effective level of board engagement.
*Access to tools and templates you can customize and use right away.
Board Member Accelerator
Designed to deliver a hands-on education that empowers emerging leaders to successfully govern nonprofit organizations.
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*The board member’s purpose, roles and responsibilities, including the fiduciary and legal responsibilities.
*Signs of a healthy board and organization, and ideas for how to handle some common challenges that could arise.
*Basic training on governance best practices.
*How to align your interest and skills with the right nonprofit.
The Fundraiser Series
Designed to provide a deeper understanding of why donors give and how your nonprofit can raise more money.
*Increased awareness of opportunities in your current fundraising plan.
*Familiarity with key practices and procedures needed to support fundraising success.
*Improved confidence in prospecting and making the “ask.”
*Your own compressed Philanthropy BlueprintSM – an easy-to-implement 12-month system for communicating, cultivating and stewarding prospect and donor relationships.