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A history of expertise and experience.

GenerationalVOlunteers.jpg
Only 20% of children of wealthy Americans state that they take the same approach as their parents
to achieve their respective philanthropy goals.

Source: 2024 Bank of America
Private Bank Study 

  • Administered a complex $100-million gift to a top-ranked medical school and worked across teams to protect the donor’s intent and help further scientific discovery.
     

  • Collaborated with a state university to modify a 20-year-old undergraduate scholarship program to bolster student recruitment and increase support from a private foundation, while improving stewardship and accountability.
     

  • Developed and launched program-related investment (PRI) initiatives for a large private foundation, which advanced medical research and entrepreneurship at universities and furthered the foundation’s exempt activities.
     

  • Designed a comprehensive assessment tool for a large grant program that funded entrepreneurship at five universities.
     

  • ​Engaged a multi-generational family to create a new governance structure of a 35-year-old private foundation.
     

  • Implemented a foundation’s first grants management system and initial grant application and progress-reporting processes.

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