Facilitate Foundation Gift-Giving

Whether you are building your Family Foundation now or have an established entity, we can help make gift-giving seamless. We interface with nonprofit organizations (grantees) to reach agreeable funding terms by gathering high-level information and aligning your interests with organizations' needs. We will hold annual board and family retreats and meetings around gift-giving, establishing and discussing mission, interests around impact, and goals. As a part of our oversight around best practices with boards and operations, we strategically look ahead to the transition of the next-generation and make a plan for seamless continuity of services within the Foundation.