What We Do

We appreciate that every individual/family and organization is unique, and are experts in meeting each client at any stage along their philanthropic journey. We are proud to offer a customized approach that fits exactly what you need and desire to accomplish. Our focus is to help you in maximizing the impact of your giving and driving sustainable change.

 
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Nonprofits

business engagement strategy

Strategic advisor on how to identify, cultivate and sustain strong business partnerships while strengthening existing partnerships - Recruitment strategies for non-profit board and committee service - Actionable guidance in developing volunteers into donors

Nonprofit’s employee engagement + volunteerism

Develop program structure for your employees, including policies and procedures - Team building events - Skills-based program - External non-profit board and committee service - Time matching program - Volunteer recognition and awards program

strategic communications + Messaging

Create tailored messaging - Internal and external presentations - Speech writing - Brand raising support

Businesses (of all sizes)

engagement assessment

Research, to include key stakeholder interviews, community needs assessment, stakeholder analysis, benchmarking/best practices, vendor analysis and recommendations

program development

Determine goals and objectives - Contribution focus areas - Contribution guidelines, policies and procedures - Budget development - Strategic, impact-focused foundation development - Application/RFP development - Contributions committee/foundation board development and training

program implementation + Management

Administration of in-house contributions program: identify and vet non-profit partners, including site visits, review contribution requests, provide detailed funding recommendations, negotiate and fulfill sponsorship/recognition benefits, correspondence and communication, budget management - Signature initiative development - In-kind donation process - Disaster relief program development - Create cause marketing program

employee engagement + Volunteerism

Create program structure - Team building events - Skills-based program - Non-profit board and committee service - Maximize employee network (resource) groups - Time and gift matching programs - Employee giving campaigns - Volunteer recognition and awards program

impact measurement + Evaluation

Assess overall community engagement program and grantee impact

strategic communications + Messaging

Create tailored messaging - Internal and external presentations - Speech writing - Brand raising support

Individuals/Families

philanthropic advisement

Determine donor intent - Research and recommend charitable organizations for planned/legacy giving - On-going administration and operations management of charitable contributions - Identify and vet non-profit partners, including site visits - Review of grant applications - Provide funding recommendations aligning with donor’s intent - Grantee impact assessment

volunteer Service

Assist with one-time or episodic volunteer service - Support placement on non-profit boards and committees that align with an individual’s passions and skills