Services
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For Families
From vision and mission exploration to grantmaking strategy and program development to next generation engagement, I work with philanthropists of all kinds to find purpose, joy, and impact in their philanthropy.
Services include:
- Mission, vision, and values development
- Giving goals and structure refinement
- Coordination with family offices, wealth advisors, etc.
- Key stakeholder connection and engagement, including grantees and peer funders
- Issue area research and analysis
- Grantmaking strategy development
- Grantmaking program design and implementation
- Grantee research and recommendations
- Donor collaborative development, engagement, and management
- Grants management system design, implementation, and training
- Board development, training, and administrative support
- Next generation engagement
- Executive coaching -

For Funders
I help foundations, corporations, and collaboratives develop the systems, structures, research, and programs they need to maximize their giving, informed by decades of experience as both a funder and a grantee.
Services include:
- Mission, vision, and values refinement
- Grantmaking program strategy, design, and implementation
- Strategic planning and program evaluation
- Issue area/philanthropic practice research and analysis
- Grantee engagement
- Grants management system design, implementation, and training
- Funder collaborative engagement and management
- Board development, training, and management
- Coaching for Executive Directors, Program Directors, Program Officers, Boards -

For Nonprofits
I provide holistic, wraparound fundraising and strategic support to nonprofits from all sectors, ensuring they have the organizational structure, clarity of vision, and operational infrastructure they need to meet their missions.
Services include:
- Mission/vision/values refinement
- Systems and structure evaluation
- Staffing model review and recommendations
- Program design and implementation
- Executive coaching
- Major/principal gifts program design and development
- Major/principal gifts officer training
- Institutional giving program development
- Fundraising communications development
- Prospect research
- Board engagement evaluation, strategy, and implementation
- Board structure review and improvement
- Board recruitment design and implementation