Comprehensive Philanthropic Consulting Services

Your charitable contributions are a reflection of your values, this is a natural place to start developing your strategic community investment plan.

Identifying Your Values

Working closely with you, we will identify your core values, evaluate the impact that your current giving has and assess the alignment with your intentions.

Determine Your Goals

We walk you through a process of determining and setting your goals. Your business, personal and social goals can be accomplished through a strong community investment strategy.

Develop Your Plan

Through workshops, one-on-one conversations, site visits to prospective charitable recipients, and strategic planning meetings, we will address the concerns that you and/or your business have about the world in which you live and work.