We work with only a limited number of clients to honor our commitment to highly personal guidance.
Individuals + Families
We primarily serve individuals and families who hold progressive values and want to more purposefully structure their giving around the issues that motivate them.
Some clients are just beginning their philanthropy and we work with them to unearth their philanthropic vision and design a purpose-driven approach. We also work with clients who are more established in their philanthropy, including those with existing Donor Advised Funds or private foundations and trusts, and those who seek a more strategic approach to leverage their capital for greater impact.
We're glad to partner with a select set of family and multi-family offices seeking to expand their services to include professional expertise in purpose-driven, progressive philanthropy.
We partner with lawyers, estate planners, and tax professionals to structure the best charitable vehicle(s) for our clients.
Our clients are excited to invest and leverage their capital to advance progressive goals. Beyond strategic grant-making, our clients may seek various impact investing opportunities, across asset classes, including socially responsible funds and investments in social enterprises.
We help efficiently move our clients' resources to the front line, supporting meaningful social change organizations and transformative leaders. That means we want to stay connected to progressive groups and individuals - at the local and national levels.
Potential clients or partners can get in touch here.