Schedule a CallThe Firm's mission is to help increase the charitable donations and philanthropic efforts in our communities and social change in our society. As seasoned consultants with years of experience in the sector and working with individuals, families, corporations and foundations, we become collaborative thought partners and advisors working to create, implement, and evaluate customized philanthropic strategies to address what social impacts are the most important to you. Our strategic planning, thorough research and creative but practical guidance, give you the power to bring your philanthropic vision to life, enabling you to achieve your ultimate charitable legacy.
Our work with clients begin with understanding their values, interests, and passions - wherever you are on your philanthropic journey, we become an extension of your team to help you achieve your charitable vision. We work with your staff, board, leadership, and volunteers behind the scenes to better position your philanthropic vision and have a greater impact for your mission. Whether launching a new campaign or growing your annual giving program, we work with you every step of the way to help you maximize your fundraising revenue, giving you a greater impact on the causes that mean so much to you.
SERVICEs
- Design and Launch New Philanthropic Organizations: Case for Support Development & Feasibility Studies
- Strategic Structure Planning: Annual Planning and Scheduling
- Maximize Philanthropic Revenue & Opportunity Assessments
- Campaign Management & Management of Focused Fundraising Efforts
- Create Signature Fundraising and Donating Initiatives & Events for Companies and Foundations
- Provide Industry Benchmarks and Best Practices
- Evaluate Impact - Establishing Processes for Measurement and Evaluation
- Educating, Training and Empowering Organization Members, Fundraising Volunteers & Staff
- Expand and Optimize Fundraising Staff Time, Scope & Capability
- Coaching Executives to Create Systems that Support the Donor and Volunteer Experience: Donor Recognition Programs
- Policy, Procedure & Operations Development
- Online Automation: Strengthening the Efficiency of Back-Office Functions to Increase Organizational Performance
Who We Work With
- Private Foundations
- Corporate Foundations
- Individual Philanthropists
- Philanthropist Families
- Companies & Corporations
- Hospitals
- Hospices
- Schools
- Community Nonprofits: YMCAs
- Religious Entities: Churches
- Music Nonprofits
- Art Nonprofits: Museums
- Financial Institutions
