our services

We work closely with individuals and their families to support their philanthropic goals, whatever those may be. Our ideal client is one that is already engaged in charitable giving and has reached a point where they need additional support in order to have the impact they desire. 

 We recognize that every family is unique, so we deliver bespoke solutions to ensure they can take their social impact to the next level.  

Our depth of experience in nonprofit leadership and management is one of our differentiators, allowing us to bring the perspective of those receiving charitable gifts to all that we do. 

That experience also allows us to deliver tremendous value to nonprofits who are looking for ways to increase effectiveness and capture efficiencies in their business models.  

Supporting organizations on the front lines of social impact in our communities is one way that we continue our own mission of service.