From intention to strategy to action.

I work primarily with individuals and families to bring greater focus and direction to their philanthropy. I also advise corporations and nonprofit organizations on philanthropic strategy, fundraising and donor engagement.

Start a Conversation

Philanthropic Strategy

Define what you want to accomplish, identify areas of focus, and develop a clear strategy to guide where and how you give.

Research & Due Diligence

Understand the landscape, identify promising organizations and opportunities, and make informed funding decisions.

Family Philanthropy

Develop a shared approach to giving, establish or evolve a family foundation, and engage children and future generations in meaningful ways.

Implementation & Ongoing Advisory

Put strategy into action through grantmaking, partner engagement and ongoing advice as your philanthropy evolves.