Just starting out?

If you are just starting your philanthropic journey we can lead you through a series of steps that will get you from start-up to execution.  We will:

• Guide you through interactive exercises aimed at articulating your values, identifying your passions and determining the focus of your giving.

• Work with you in crafting a mission statement for your philanthropy and social investing.

• Articulate and design strategies for your giving and social investing. 

• Design your foundation’s or Trust’s governance and help you build out its infrastructure.