• Provide private foundation leadership services, including management and operational support on a fractional basis
   

• Guide you on planning your legacy, developing your philanthropic vision and ensuring your intentions will be realized in perpetuity
   

• Share our subject matter expertise and experience and create plans for your succession planning and next generation involvement and engagement
   

• Maximize your philanthropic impact through grantmaking and programming
   

• Assist you in selecting appropriate giving vehicles, such as private foundations and donor-advised funds
   

• Develop and support charitable giving and grantmaking programs
   

• Curate educational opportunities for your family
   

• Plan and deliver inspirational and productive board meetings or family convenings
   

• Coach, mentor and develop current and future leaders​

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• Recruit and train board members 

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• Optimize systems and process solutions

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• Customize services based on your needs