Services & Offerings
Taking your work to the next level with a focus on governance and board development, grantmaking, facilitation, coaching, planning & communications
Mission & Vision
Development
Clarify why your organization exists and where it’s headed. For new foundations, or established boards that need a shared, motivating direction.
Governance & Board
Development
Build a board that governs with confidence: clear roles, stronger meetings, healthy oversight. For foundations and nonprofits strengthening how trustees lead.
Executive Support
& Coaching
Policies & Procedures
Development
Put the operational backbone in place, from grant guidelines to conflict-of-interest and gift-acceptance policies. For organizations formalizing how they work.
One-on-one thought partnership for EDs, CEOs, and founders navigating growth, transitions, or the isolation of top leadership.
Grantmaking
Strategies
Design a giving strategy that’s focused, values-aligned, and measurable — from priorities to process. For donors and foundations who want their dollars to go further.
Due Diligence / Site Visits
& Proposal Review
Objective review of proposals and prospective grantees so you can fund with confidence. For foundations and donors vetting where to give.
Multigenerational
& Next Gen Engagement
Bring the next generation into family giving in a way that honors legacy and shares ownership. For giving families planning for continuity.
Content Development Research/Writing/Editing
Turn complex work into clear, compelling reports, case statements, and communications. For organizations that need their story told well.
ED/CEO
Assessment
A structured, confidential evaluation of executive performance that supports growth and strengthens the board–executive relationship. For boards investing in their leader’s success.
Diaspora Giving and
Cross-border Philanthropy
Specialized guidance for giving across borders — connecting diaspora donors with causes in their countries of origin and navigating the legal, cultural, and logistical questions. A niche few advisors offer.
Foundation & DAF
Giving
Guidance on structuring and running your giving vehicle, whether a private foundation or donor-advised fund. For donors deciding how, and through what structure, to give.
Training and
Facilitation
Workshops, retreats, and facilitated sessions on governance, equity, grantmaking, and next-gen engagement. For boards and teams that want an expert in the room.