Our Services

I know you are busy. With an efficient and tested approach honed over decades, I turn your values into action. Together, 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.

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

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

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

Your time is invaluable. I 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.

I 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, I help make your operations as impactful as your vision, and get your time back.

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