philanthropic advising

• SPECIAL: 2013 GIVING PLANS
  • personal giving plans
  • donor-advised funds
  • corporate gifts
  • employee matched giving program support
• social impact assessment audits
• field and sector research
• site visits and due diligence
• facilitated partnerships, or collaborative giving
• placement in volunteer or service opportunities
• customized philanthropic giving portfolios

leadership development, coaching and training

• social impact executive coaching
• development of philanthropic profiles, priorities, and giving plans
• philanthropic retreats, workshops, and travel
• seminars, keynotes, and workshops

next-gen & intergenerational gatherings

• Youth Social Capital Impact dialogue
• local and regional networking meet-ups
• accelerator giving circles (in communities, companies, or on campus)
• invitational dialogues & private events
• private family and intergenerational gatherings