Our Services

Philanthropy Advisory

Our understanding of institutional philanthropy processes aids us in working with donors, financial services professionals, and community foundations to both identify the purpose behind their personal philanthropy and to pinpoint how to move organizations forward. This may involve family foundation board members or second and third-generation family members interested in making a difference in society. When working directly with institutions, we excel at campaign and development operations support.

Interim Management

We offer interim CEO management, staffing transition support, and succession planning to drive mission success. Our services include producing a timeline for organizational assessments and delivering direct communication to executive leadership/Board of Directors.

Board Development for Non-Profits, Corporations, and Associations

We offer services such as board member assessments, organizational structure review, goal setting for the Board of Directors, board nomination process review and recruitment engagement, by-laws, leadership structure assessment, and continuous board education development.

Higher Education Fundraising

Our wide-ranging Higher Education services include expertise in endowment campaigns, capital campaigns, annual fund initiatives, faculty campaigns, and planned giving/leave legacy campaigns. We specialize in designing and implementing effective strategies to maximize fundraising efforts across these diverse campaign types, helping organizations achieve their financial goals and secure long-term support for their mission.

Family Foundation Advisory

Our comprehensive Family Foundation Advisory services cover a range of areas, including identifying operational efficiencies for awarding scholarship distributions and conducting due diligence before and after grants are distributed. We specialize in streamlining grant distribution processing for donors and the Board of Directors. Additionally, we facilitate effective communication to grant recipients, ensuring transparency and clarity throughout the process.

Museum Consulting

Museum services include feasibility studies for museum expansions, fundraising staffing assessment, membership program development, strategic planning for expansion, and donor stewardship programming. We assist museums in assessing expansion possibilities, optimizing fundraising efforts, engaging members, planning strategically for growth, and cultivating strong donor relationships.

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