Foundations

Private and Family Foundations

Just as each family is different, so is every family foundation. The process of aligning assets with mission and creating positive impact will be unique to each foundation. 

We work with foundations of all sizes to refine their philanthropic strategy, increase measurable impact, and engage in legacy planning, succession, and next generation leadership.

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An effective steward for foundations and boards.

We guide Foundations who want to take a high-touch, innovative approach to giving, working in true partnerships with grantees and organizations. We are a full-service firm, able to run a foundation on your behalf. We can also operate as a trusted advisor, offering targeted advisory services to take your impact to the next level.

What we do:

  • Build and manage private foundations
  • Guide giving and grantmaking for measurable impact (beyond the numbers)
  • Manage the day-to-day foundation operations, including grants, taxes, and overseeing communications (e.g., websites)
  • Facilitate board meetings and retreats, with an expertise in cross-generational consensus
  • Engage the next generation in giving, and help navigate family dynamics
  • Forge meaningful partnerships with the community
  • Support legacy, strategy, and succession planning
  • Coach foundations and their staff through executive and board leadership transitions
  • Maintain the utmost trust, integrity, and discretion

As a team of philanthropic advisors, communications, and operations specialists, we work with foundations of all asset sizes to meet governance, management, and grantmaking needs.

We are here to support you, strategize with you, and connect you to the partners that best match your mission.

Philanthropy that is purpose-driven, joyful, and impactful.

Let’s work together to make an impact.