Discover Our Services

We guide donors, family offices, and purpose-driven institutions through transformative giving strategies grounded in clarity, innovation, and lasting impact.

We help design legacies, activate NextGen leadership, harness the power of AI and innovation, and cultivate deep partnerships that span generations. Discover how we can co-create a future of bold, intelligent, and values-aligned giving.

Basic Service

“Foundations of Intentional Giving”

(30-minute session)

A focused consultation for individuals or families seeking clarity on where to begin. We will explore your values, motivations, and potential giving pathways, and leave you with actionable next steps and a personalized resource guide.

Includes:

  • 30-minute strategy call with a senior advisor

  • Personalized Giving Starter Kit (PDF guide)

  • Top 3 focus areas for alignment

  • One follow-up email with curated tools

Intermediate Service

“Mini Giving Strategy Lab”

(60-minute session)

A deeper dive into your philanthropic vision, capital tools, and strategic options. Ideal for donors, founders, or family office reps ready to move from ideas to action.

Includes:

  • 60-minute consultation with senior strategist

  • Preliminary Donor Identity Mapping™

  • Suggested giving structures (DAFs, direct grants, impact investing)

  • Sample outreach or grantee criteria framework

  • Custom follow-up summary + resources

Advanced Service

“Legacy & Leverage Session”

(90-minute intensive)

A premium session designed to clarify your legacy, evaluate strategic giving vehicles, and identify bold next steps. Perfect for individuals or institutions seeking focus, leverage, and innovation.

Includes:

  • 90-minute strategy session with a Senior Advisor

  • Full Legacy Discovery Worksheet (PDF + digital fillable)

  • Personalized Philanthropic Roadmap (Short-Form PDF)

  • Recommendations across AI tools, global giving, and storytelling

  • Invitation to apply for full-service engagement or custom cohort

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!