Strategic Giving

Strategic philanthropy planning enables donors to maximize their impact. We assist you in aligning your philanthropic efforts with your values, passions, and goals to amplify your charitable contribution.

We develop a selection process for recipients with your approval, and qualifying recipients are selected based on the agreed plan of action.

As needed, we can work with your accountant, financial advisors and legal team to assist in foundation set-up, grantmaking strategies, and budgeting for philanthropic endeavors.

Is a Recipient an Ideal Match for Your Giving? Thoroughly vet the non-profit organizations, entities and individuals you support (or intend to support) through our charitable recipient relations services.

By conducting focused site visits and evaluations, we provide crucial insights into the organization's operations, leadership, program effectiveness, and overall potential for impact.

Is Your Giving Truly Effective? We quantify your philanthropic influence through our measurement and evaluation of impact services.

Using time-tested methodologies, we gauge the outcomes of charitable-funded projects, offering clarity on how well your donations are translating into real change.

For donors desiring long term relationships with beneficiaries, this invaluable feedback directly guides future commitments.

We're a small, boutique agency which is very selective with the donors & projects we take on. This permits us to dedicate our best attention to providing the quality service you need. We strive to be accessible for each donor, and we thrive in long term relationships built on trust.

We invest much energy & creativity in identifying legitimate & worthwhile recipients. We are meticulous with a perfectionist bent toward thoroughly researching & vetting prospective grant recipients, and we work with them to monitor for results in order to provide you with the best return for your charitable investment.