A Collaborative Approach

What does this really mean? We believe that truly effective philanthropy is a collaborative partnership and that impact—the measurable social return on charitable investments—is driven by transparency, best practices, knowledge and creativity.

From our perspective, it is a team of committed professionals with deep expertise who can contextualize an issue area and work to define real opportunities for effecting change in a rapidly changing landscape for charitable giving.

It is a combination of thoughtful conversation, clearly defined focus and mission, and, where appropriate, cutting-edge proprietary technology to track, manage, and report charitable activities.

It is deep experience in helping donors, at every stage of their giving; from just starting out to thinking about the legacy they want to leave. It is education and information and building relationships and partnerships with the recipients of charitable dollars. It is also creating new, different and better, ways to address the vision, interests and needs of high-net-worth donors who are as motivated by having impact on key issues as they are by the tax benefits derived from doing good.

Whatever your motivation; bringing family members together around shared values, building on your grantmaking by using other financial resources to accelerate the impact of your giving, or making a major gift to an institution or organization—having the right partner is critically important.