we help extraordinary philanthropists have outsized impact

Greater Impact, less fuss, MORE JOY.

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Philanthropy Management services

what we do

Led by former foundation CEOs, Boldly Go Philanthropy is a full-service philanthropy firm that helps individuals, families, and foundations plan, structure, and execute their philanthropy.

Why Boldly Go

boldly go team

Who we serve

Our clients are changemakers primed to impact social issues and inequities in their community and around the world.

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Individuals & Families

We help you build your legacy through impactful philanthropy.

Foundations

We help you bring about transformational change.

Corporate Givers

We help you grow your triple bottom line.

Wealth Advisors

We elevate your philanthropy function to best serve client needs.

Community Foundations

We partner with you to meet your donors’ philanthropic goals.

Services

We help extraordinary philanthropists have outsized impact

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Philanthropy Management

Vision & Strategy

Leader to Leader Advising

Structure & Operations

Learn about how we help Wealth Advisors and Community Foundations meet the philanthropic goals of their clients and donors.

our impact

See more testimonials

“Kyle & Jeff have built teams that are nimble, malleable, and proactive; willing and able to dive deep into any project, no matter its complexity.”

Writing a grant is one thing. Making measurable philanthropic impact is another. The Charles L. Shor Foundation, knowing this all to well, embarked on a nationwide search to identify a strategic partner to assist in the planning and initial execution of a lasting grantmaking strategy. Boldly Go Philanthropy made the decision easy. Kyle’s insights, through decades of unparalleled experience, drove immeasurable value in our Foundations strategic planning. Kyle & Jeff have built teams that are nimble, malleable, and proactive; willing and able to dive deep into any project, no matter its complexity. The world will be a better place with Boldly Go in it. We are truly grateful to have met, and worked with, the team at Boldly Go Philanthropy. We will continue to use their services strategically for years to come.

Gerry Otto

President & Board Trustee, The Charles L. Shor Foundation

“Boldly Go was an invaluable partner in helping us reimagine our corporate Foundation’s strategy.”

Boldly Go was an invaluable partner in helping us reimagine our corporate Foundation’s strategy. Their team took the time to understand our culture and vision, then helped us design a forward-looking approach that aligns with our corporate goals while deepening our community impact. They guided us through complex decisions, including refining our focus areas, developing a new grantmaking strategy, and providing insights into streamlining our governance structure. Their thought leadership, dedication, and expertise have positioned us to make a lasting, meaningful impact. We are excited about the path ahead and grateful for Boldly Go’s role in shaping our future.

Ruth Rohs

President, IMA Foundation

“One of the most valuable aspects of working with Boldly Go Philanthropy is that they truly mean it when they say they manage the foundation so that we can focus on the joy of making a difference.”

In fewer than two years, the Cinelli Family Foundation’s endowment has increased tenfold, with expectations that it will triple again in the coming year. Boldly Go Philanthropy has helped us respond to the growth by helping us set up organizational processes, hone our giving philosophy, and build a pipeline of potential grantees through their well-defined strategy development process. Their approach is both comprehensive and insightful, enabling us to maximize the impact of our philanthropic efforts while staying true to our core values.

One of the most valuable aspects of working with Boldly Go Philanthropy is that they truly mean it when they say they manage the foundation so that we can focus on the joy of making a difference. Their professionalism, dedication and genuine care for our mission have made all the difference in our journey.

We wholeheartedly recommend Boldly Go Philanthropy to any organization seeking to elevate their philanthropic endeavors. They are not just a management company; they are true partners in our mission to make the world a better place.

Janet Cinelli and Eric Ryan

Co-Executive Directors, Cinelli Family Foundation