Expanding your philanthropy or exploring new areas for giving and social investment?

If your philanthropy is poised to grow as a result of a business sale or legacy, we can work with you to plan that expansion.  We will:

• Assess the existing areas of your work to determine where you have had impact and where goals were not achieved, in order to inform the next phase of your work.
• Guide you through interactive exercises aimed at determining an expanded focus for your giving.
• Facilitate a consultative process in which you will be exposed to the latest thinking in your new field of focus in order to understand what is working to create change, what is not, and where you can have the greatest return on your philanthropic investment.
• Design strategies for your expanded giving and social investing, including the systems to evaluate whether you are achieving your goals.