Educating donors to be effective stewards of their family foundations and the communities they serve.
Guiding the creation of new foundations.
Facilitating board retreats and meetings.
Developing a mission and vision for your foundation. Implementing strategies to ensure impactful giving for the board and community.
Invigorating existing foundation programs through extensive research. Identifying the most appropriate agencies to support in program areas of interest both locally and nationally.
Creating and maintaining foundation policies and records.
Engaging the family’s next generation and introducing them to best practices of philanthropy. Supporting this transition through assisting new members in integrating into and creating their own voice within the family’s philanthropy.
Providing best practice grants management systems.
Ensuring sound financial management by working with your accountant, bank, and investment advisors.
Guiding individual philanthropy programs with the intention of creating deep personal and community impact.
Offering Teens, Community, Action! program to schools or clubs looking to inspire youth giving and promote a connection to each other, their community, and the planet at large.
Inspiring the formation of Tikkun Olam Giving Circles for adults and youth.
