Develop an integrated set of choices for where to give, when and how to do it, and who to involve in your giving.
Assess
Review results and opportunities in relation to strategic objectives
Landscape research and analysis
Strategy alignment reviews
Stakeholder engagement and feedback
Governance review
Operational review and benchmarking
Plan
Align your vision with other key decision makers and decide how to pursue it
Strategic plans
1-day strategic alignment session
Identify tools, leadership, and operational needs to achieve your giving goals
Ongoing review and accountability
Share
Document your giving priorities clearly and communicate them
Mission, vision, and values for internal and external audiences
Strategy documents, messaging, and collateral
Reporting and resources for trustees and family members
Giving Program Managment
Experience more joy and less hassle in giving by outsourcing giving operations with a convenient solution tailored to your needs.
Review
We assess current and new granteesfor alignment with giving intent and organizational health
Site visits
Financial and operational due diligence
Find new organizations aligned with giving intent and priorities
BUFFER
We handle communications with your grantees, freeing you to engage with them on your terms
Request and report screening, review, and recommendations
Grantee communication, relationship management, and advising
Manage
We track your giving, analyze giving trends, and provide operational support
Customized grant tracking with capabilities in multiple platforms
Gift reporting and trend analysis
Gift letters and results reporting
Donor Intent
Define and document your donor intent and take proactive steps to safeguard it overtime through thoughtful choices about staffing, governance, giving timeframe, and other considerations.
Define
Articulate your donor intent and principles to guide decision-making
Discern giving principles and priorities
Donor intent statements for internal and external audiences
Advising on giving timeframe and operations
Assess & Plan
Evaluate alignment with intent and take steps to safeguard it over time
Giving alignment review
Donor intent audits
Sunset planning
Governance and operations review
Recommended steps to protect donor intent over time
Share
Document your intent and use it to inform your giving choices
Intent-related communications, messaging, and collateral
Memoir consultation and writing
Documentation, training, and best practices for trustees and family members
Gift Planning
Whether you are facing a liquidity event, unrealized capital gains from appreciated assets, or are simply deciding how to best transfer wealth to the next generation, we can provide strategic gift planning services.
We help you structure your giving to maximize benefits to you and recipients and cater to your unique values and financial picture.
Aligning Giving Methods to Your Needs
Estate Gifts
Bequests
Legacy Planning
Liquidity Events
Appreciated Stock
Real Estate
Other Assets
Charitable Trusts
Private Business Interests
Endowments
Foundations
Donor Advised Funds
Capacity Building Support
Develop an integrated set of choices for where to give, when and how to do it, and who to involve in your giving.
Strategy
Comprehensive organizational and fundraising benchmarking and assessment
Strategic and development planning
Leadership retreats and coaching
Fundraising
Strategy and execution support to increase grantees’ donor base, diversify revenue streams, and build sustainability
Customized trainings and coaching for development leaders
Management & Operations
Hands-on support and coaching to implement growth plans
Interim staffing support
Databases, tools, and templates
Operations & Communcations
Improve operations with effective grant management systems, tools, and templates.
Tell your philanthropic story through copywriting, editorial, and graphic design services.
Copy and design for annual reports and collateral
Application, review, and board book process design and templates
Administrative support for application collection and review
Brand Development
Ghostwriting for donor memoirs and historical accounts
Database design, implementation, and ongoing support
