Every donor and family is unique, yet we all share a desire to make the most of our many gifts. Some of our clients want to roll their sleeves up and share their knowledge to help develop a new initiative, others want to write a check to an already successful endeavor and watch proudly from a distance. We help our clients craft giving strategies and plans that are tailored to their own priorities, values, stage of life and personal style.
- We listen long and carefully and strive to understand the multiple interests, concerns, goals and passions of of the donor and each member of the family who’s involved in the philanthropic initiative. We pay special attention to the values and the family’s cultural heritage.
- We research and take advantage of our network of philanthropists, social entreprenuers, nonprofits, foundations and researchers to surface and vet potential options for giving locally and throughout the world.
- We identify and investigate opportunities to fund nonprofit projects, new initiatives, collaborations with other philanthropists and the whole range of impact investment options (social enterprises, microfinance, social impact bonds, pay for performance, etc.)
- We incorporate clients’ observations and feedback at every stage of the process to develop and implement a giving and/or impact investing strategy that is fulfilling, effective and practical.