Our Services

Strategy design is our signature service.

Just as you would seek expert advice from a doctor, financial advisor, lawyer, or accountant, we provide deep insights and expertise on the full range of available philanthropic options to support your philanthropic endeavors.

Evidence shows that a clear and comprehensive strategy generally underpins successful philanthropic investments. Its absence is a leading cause for costly mistakes and, sometimes, outright failures.

The process of developing a comprehensive philanthropic strategy offers a fantastic opportunity to be proactive:

• Discover a broader spectrum of investment options than you have ever envisaged
• Explicitly align how you think about philanthropy with what you expect to gain from it
• Create a roadmap of choices that position you to be effective and impactful
• Make purposeful and rational decisions to manage pressure and disruptions
• Identify risks, safety net actions, and exit options to redirect your funds

As a potential donor, you benefit from participating in a neutral process addressing Why, What, Who, and How in a dynamic environment using a combination of tools and exercises.

Using real-time investment simulations, explore how funding specific issues, within their context and culture, can advance, hinder, or derail philanthropic goals.

To enrich the process, we extract relevant information and data from the voluminous, disparate, and often-contradictory information about philanthropic investments. Then, we integrate materials from leadership, behavioral economics, management theory, negotiations, and decision-making processes to develop an effective philanthropic strategy.