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Client Philosophy

We strive to help our clients achieve the societal impact and personal satisfaction that stems from effective philanthropy.  We do this work mindful of the great privilege that we have to collaborate with funders who spend their time and resources advancing causes and helping people in need. 

Unlike other advisors, we emphasize the importance of establishing strong, practical decision-making and operational processes.  It is this practical underpinning that helps our clients produce successful grants as well as rewarding philanthropic experiences.  We also focus on establishing orderly and transparent communication with grantees about the funder’s goals, so that the funder and grantee can be productive partners in their shared mission. 

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We support our clients by offering them personal & customized services, practical deliverables, and discretion & confidentiality.

Personal & Customized Services

Practical Deliverables
Discretion & Confidentiality
our impact

our work

our team

our services