We’re professionals. Professionals in Philanthropy.

We’re all used to calling in consultants for business decisions (even if that means a trusted friend or mother). From technology, to marketing and everything in between, we rely on the expertise of individuals fully immersed in the best practices of that specific field. Why would our philanthropic giving be any different? It’s a good decision for your health, it’s a good decision for your business, and it’s a good decision for your community. Does that deserve less rigor or expertise in the decision-making process?

You can probably guess that our (somewhat biased) answer is no.

Professionals in Philanthropy

Philanthropy Services

Philanthropy Strategy and Goal Planning

Philanthropy Advising

Guidance on Giving Vehicles to Meet Your Needs

Due Diligence on Potential Grantees

Supporting Your Nonprofit Partners

Board Training for Your Employees

Creation of Impactful Grantmaking Programs

Creation of Giving Circles



We are your partner and professional in charitable giving. No gift of time, talent or treasure is too small. We work with philanthropists of all sizes.