philanthropic advising

• 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 Market (YoCap2011) conference
• local and regional networking meet-ups
• accelerator giving circles (in communities, companies, or on campus)
• invitational dialogues & private events
• private family and intergenerational gatherings