services / strategic impact design
Make the impact that’s important to you
We’ll work with you to develop an impact strategy to help you focus your giving on the causes that you care about and to build your family legacy, from the way you invest to the way you give.
Charitable Giving Support
The nonprofit organizations that align with the causes you care about are out there. We can develop a giving structure that best fits you such as Donor Advised Funds (DAFs), as well as provide charity research and due diligence, and engage next generation family members in their giving.
Bespoke Projects
Some clients have a dream to create impact in their community that also builds their family’s legacy. We can help make that dream a reality.
Foundation Strategy + Administration
We support clients with private foundations to hone-in on their overall grant making strategy. We also help to develop a grantmaking process, administer grants, liaise with their grantees and provide impact reports. Finally, we can help your foundation by creating a mission statement, website, or other branding needs.
