Much of the work we do is event-driven and tailored for the exact needs of our clients. Other services have been refined into standard products because various clients have repeatedly requested them. We offer pre-defined products in each of our four service areas. The diagram below illustrates these services and how they can relate to each other.

Clients can move through these four steps sequentially. However, our experience is that our work is event-driven. Generally, those we advise have a need in one or more areas and we go straight to work on projects that resolve the problem or question.

Questions that you may want addressed in each of these areas include:

Planning
1. What impact do I want to have with my giving?
2. Which philanthropic sectors do I wish to support?

Research & Due Diligence
1. Which organizations are highly effective at achieving my giving goals?
2. How can I best assist the organizations to which I am already committed?

Gift Design & Accountability
1. How much should I give? When? With what conditions?
2. Did my gift accomplish what I intended?

Venture Philanthropy
1. What advice or expertise can I offer the organization?
2. How can I partner with the ministry over the long haul, beyond financial contributions?

Because our deliverables are highly personalized to each client’s situation, we draft a written statement of the work to be performed which describes exactly what you will receive.