Strategic advisory, fundraising strategy, and fractional leadership for nonprofit organizations, and philanthropic legacy planning for individuals and families, alongside the attorneys, advisors and CPAs who serve them.
Every engagement is scoped as a flat, defined project with clear deliverables, a clear timeline, and no surprises.
Language and messaging review, organizational priorities, and a clear-eyed read on where your capacity actually is versus where it needs to be.
Donor strategy, campaign design, and the groundwork for major initiatives, including multi-year efforts like endowment building.
Experienced leadership in the gap, keeping development and fundraising functions moving while you plan for what's next.
Ongoing, senior-level counsel without a full-time hire, sized to your budget and built for ongoing organizations.
Legacy planning for individuals and families: clarifying your values, shaping a giving strategy, and structuring how your generosity is carried forward across generations.
We work alongside your attorneys, financial advisors and CPAs, bringing the philanthropic and nonprofit expertise that complements their legal, financial and tax guidance.
Boards navigating leadership turnover. Development offices without a dedicated function. Organizations that know the opportunity is there (corporate partnerships, major donors, a capital campaign) but need an outside, unbiased view to map the path.
Individuals and families who want their legacy to reflect their values, and the attorneys, financial advisors and CPAs who want a trusted philanthropic planning partner for their clients.
We come in to observe, assess what exists, and hand back a strategy that's actually usable, not a binder that sits on a shelf.
We talk through where your organization is and where you would like to be. This can include reviewing what has worked, and what hasn't. No cost, no obligation.
You receive a written scope of work with a flat project or retainer fee and a payment schedule built around your budget.
We get to work: strategy, execution, and regular check-ins, against the deliverables we agreed to.
Book a complimentary 45-minute discovery call directly on the calendar below.
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