Services For Individuals & Families

Whether you are just starting to formalize your giving, have a donor-advised fund or operate a fully staffed foundation, our services are tailored to meet your needs.

We understand how critical it is to have access to good information. Our unique business model delivers access to the right information to our clients. We know the strengths and weaknesses of organizations. We know what research says works and doesn’t. We know what is happening on the ground. We know which organizations are making a difference.

We have experience working with individuals and families and understand inter-generational family dynamics. Our goal is to provide a level of service and expertise that makes our clients feel comfortable and engaged in their giving or social investing. We offer a rich array of services that can be combined in ways that work for the client. We help our clients make grants directly in communities worldwide.

Our work can be confidential or we can publish the results, it’s up to the client.