Bespoke Advising
Customize your engagement with us.
Do you have unique philanthropic aspirations and needs?
We understand that many people have unique needs. We are happy to meet to discuss your unique philanthropic goals and explore if our expertise can support you as you make a difference through generosity.
Perhaps you are looking for a partner to:
Provide research support and strategic advice for a collective impact project.
Design experiences for your family to meet the people you’ve impacted through your giving in the field.
Create educational materials for your multigenerational family on effective giving.
Explore how to compliment your financial giving with consulting and coaching for grantees.
Codesign a new philanthropic venture, such as a fund or giving circle.
We have served philanthropic initiatives including All Access International, Flourish Fund, and Tithe Foundation to conduct charity evaluations on potential grantees, provide advice on their philanthropic strategy, and be an extension of their teams to accomplish their impact objectives.
Let’s start a conversation to explore if we can support your unique philanthropic needs. Contact us to learn more.
WHO IS IT FOR?
HNW individuals or multi-generational families with unique needs.
Foundations or family offices with unique needs or who want to customize their engagement.
Pooled giving funds, giving circles, donor advised funds, community foundations, or generosity ministries with unique needs.
Collective impact backbone organizations with unique needs.
Individuals who are estate planning and have unique needs.
WHAT YOU’LL RECEIVE
Before beginning a custom engagement, we will draft a clear statement of work and determine an appropriate suggested donation or fee amount.
