Consulting

Our diverse team provides expert advising to individuals, institutions, and family foundations, tailored to your particular goals, at all stages of your process.

  • We bring over 15 years of expertise in participatory grantmaking (PGM) to clients who are ready to explore power-sharing approaches but aren’t sure where to start or may not have the internal capacity or experience. We can develop ways to democratize decision-making power within your existing programming or start something new from the ground up.

  • We optimize impact at all stages of a fund’s life-cycle. We can reimagine current or past programs to meet demands of the moment, and we can support implementation—including facilitation and organizing convenings.

  • If you’re seeking support to refine strategy, research the most aligned candidates, or interface with potential grantees, you can outsource those nuanced processes to us. We do all the groundwork of project discovery and docket development, creating a set of recommendations tailored to your vision.

  • We help individuals, families, and institutions develop effective giving plans through a process of close collaboration that involves honing your vision and goals, building your strategy, budget, and timeline, and choosing methodologies from an exciting range of innovative giving models.

  • If you're engaged in organizational or family conversations around participatory grantmaking (PGM), it's essential to have a skilled facilitator who understands the nuances of this work. PGM facilitation requires expertise in power-sharing and inclusive dialogue. Whether you're collaborating with your board, staff, family, or community decision-makers, our skill in navigating these complex conversations can make all the difference.

Our diverse team provides expert advising to individuals, institutions, and family foundations, tailored to your particular goals, at all stages of your process.

Whether you are starting out, already underway and looking to enhance your methodologies, or reflecting and evaluating, we bring a committed team with a wealth of experience in trust-based and strategic philanthropy.

Click the drop-downs to learn about ways we might collaborate, then drop us a line.