we help extraordinary philanthropists have outsized impact

BOLDER APPROACHES, GREATER URGENCY, MORE JOY.

what we do

Led by former foundation CEOs, Boldly Go Philanthropy brings innovative strategies, practical approaches, trusted advice, and world-class programmatic support to philanthropists, foundations, corporate givers, wealth advisors, and community foundations — rigorously managing execution, navigating board and family dynamics, and powering their ability to solve social issues and address inequities.

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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Community Foundations

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

Corporate Givers

We help you grow your triple bottom line.

Foundations

We help you bring about transformational change.

Individuals & Families

We help you build your legacy through impactful philanthropy.

Wealth Advisors

We elevate your philanthropy function to best serve client needs.

Services

We help changemakers achieve outsized impact with bolder approaches, greater urgency, and less fuss.

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Structure & Operations

Leader to Leader Advising

Full Service Philanthropy

High Value Grantmaking & Initiatives

Vision & Strategy

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

our impact

See more testimonials

“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

“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

“They were incredibly thoughtful throughout the process, ensuring we ended with a plan that is not only a wonderful roadmap for our organization but also a plan that everyone from our key staff to the board of directors can embrace.”

Boldly Go was a wonderful partner to work with for the development of our strategic plan. They were incredibly thoughtful throughout the process, ensuring we ended with a plan that is not only a wonderful roadmap for our organization but also a plan that everyone from our key staff to the board of directors can embrace. Jeff and Jean were very intentional with their process and were able to conduct a thorough background and information gathering phase, helped us to identify the right stakeholders to engage and synthesize the information in a way that led to a plan that is aspirational and aligns with the goals of the organization. When critical organizational events caused us to pause our work and pivot in the process, Jeff and Jean helped navigate the challenge, wrestle with the situation, provided space to pause and they were able to jump back in with us as soon as possible. They kept us organized, on track and moving forward with an incredibly important project and truly felt like teammates and not outside consultants.

Traci Rossi

Executive Director, Friends of the Children