Donors
You work hard to fund causes you care about. We work hard to maximize the impact of every dollar you give.
Outcomes
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Be a leader in your cause area for years to come. Drive measurable progress towards your vision with rigorous due diligence and metrics for success. Create shared purpose across generations of your family. Deepen your influence with your flagship organizations.
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Escape the endless fundraising calls by introducing a layer of anonymity to your giving. We work with specialized partners to detach your personal contact info from your financial transactions and maintain strict no-contact agreements with campaigns.
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Focus on your vision for the future, not responding to emails. Delegate day-to-day correspondences, data gathering, and project management to us. Receive executive summaries so you can spend your charitable time on the high impact levers that further your mission—like fund strategy, executive relationships, and flagship programs.
Services
Engagements are tailored to meet your needs. Below is an overview of our offerings.
Strategy
Vision statement and strategy for your philanthropic and political giving
Portfolio optimization via rigorous due diligence and vetting of potential grantees
Structuring gifts to meet legal requirements without exceeding sustainable withdrawal targets
Data-driven, budget-constrained political giving plans
Evaluating success of investments by tracking and reporting on key performance indicators
Operations
Day-to-day communications with family offices, nonprofits and campaigns, ranging from emails to site visits
Administration of the charitable entity, including grant execution and required reporting
Family meetings for philanthropic reviews and education, as-desired
Management of special projects, such as entity formation, program development, or custom giving opportunities
Fees
Every engagement begins with a complimentary diagnostic to assess your needs. We then present you with a recommended menu of services. Fees are calculated based on your service package. For ongoing management, fees will not exceed two percent of your total annual giving. For special project management, additional fixed fees will apply. For a quote, please inquire below.