We know you are busy. With an efficient and tested approach honed over decades, we turn your values into action. Together with you, we define your philanthropic vision, focus your goals, and align your resources to maximize impact—so you feel confident and energized every step of the way.

Choose the right structure—donor-advised fund, private foundation, or collaborative model—to bring clarity and confidence to your giving.

A first step may look like

• A Giving Clarity Session— a fixed-fee, 90-minute strategy call that yields a short roadmap.

We help families connect across generations, fostering shared purpose and voice. Through proven tools and facilitation, we engage your family members in meaningful conversations about values, legacy, and leadership.

This could look like

• A Mini-Retreat for Families — helps multi-gen families quickly and efficiently align on values and goals

With a robust network across the nonprofit and social impact space, we connect you to the right opportunities, partners, and communities—ensuring your giving is thoughtful, joyful, and catalytic. we offer issue-specific expertise and guidance on how to evaluate progress without overburdening you or your grantees.

We bring a wide-ranging skill set and a sharp learning curve, having advised clients on everything from national healthcare policy to rural homelessness services, from climate change to wildfire mitigation, from supporting medical research on psilocibyn to reinventing San Francisco’s downtown.

Possible approaches include:

• DAF Activation Package - designed explicitly for those with limited time who would like to have their unspent resources have immediate impact.

• Gift and Learn Portfolio — designed for those who would like to explore a variety of approaches without commitment.

Your time is invaluable. We help you steward it by streamlining information, coordinating with other advisors, and managing the details — so you can focus on what matters most: the meaning behind your giving.

We design streamlined and scale-appropriate grants management processes—from intake to decision-making to reporting—ensuring efficiency, compliance, and a positive experience for grantees. Whether you're just starting or refining an existing system, we help make your operations as impactful as your vision, and get your time back.

For those planning to sunset a foundation to meet the moment, we offer hands-on guidance to ensure that this next chapter is just as powerful and intentional as your previous one.