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Boldly Go Philanthropy

Boldly Go Philanthropy

  • About
    • About
    • Why Boldly Go
    • Team
    • Values
    • Diversity, Equity & Inclusion
    • Founders’ Journey
  • Services
    • Services Overview
    • Vision & Strategy
    • High Value Grantmaking & Initiatives
    • Full Service Philanthropy
    • Leader to Leader Advising
    • Structure & Operations
  • Who We Serve
    • Client Overview
    • Individuals & Families
    • Foundations
    • Corporate Givers
    • Wealth Advisors
    • Community Foundations
  • Impact
    • Issue Areas
    • Testimonials
  • Bold Notes
  • Connect

we help extraordinary philanthropists have outsized impact

BOLDER APPROACHES, GREATER URGENCY, MORE JOY.

Our Services
Who we serve

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.
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Corporate Givers

We help you grow your triple bottom line.
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Foundations

We help you bring about transformational change.
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Individuals & Families

We help you build your legacy through impactful philanthropy.
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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.

More information

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
“The team at Boldly Go doesn’t just do the work, they care about the work, their clients, and those their clients serve. We highly recommend Boldly Go Philanthropy – a true partner, honorary member of your team, and friend for life.”

We met Kyle virtually in 2023. He quickly became a friend of the Grunin Foundation, and we stayed connected with frequent calls to learn from each other and talk about current events in philanthropy. When the time came to engage a partner to help us envision a shared services program for local nonprofits, we called Boldly Go. Kyle and his team became an extension of the Grunin Foundation team. They immersed themselves in getting to know us, our mission, our dynamic, and the local nonprofit landscape through research, surveys, and deep conversations.

Kyle and Niina joined us at our board retreat which included members of our board of trustees and staff. They presented findings from their interviews with our area nonprofits so we could get a balanced feel for what the greatest needs were. From start to finish, they asked the right questions and provided an incredible visualization of the data so we could truly understand where we needed to focus. They guided our board and staff discussions and helped us come to a consensus on how to frame the work. In addition to all the front-facing work, Kyle, Niina, and Hannah facilitated bi-weekly conversations with our team to keep us informed and on task.

Heather Barberi

Executive Director
“Their leadership was instrumental in shaping a practical, impactful plan that will guide our foundation’s work for years to come.”

We hired Boldly Go to develop a comprehensive fund disbursement strategy for a new community foundation focused on alleviating medical expenses and medical debt in our service region. From the outset, Justin, Ishan, Kyle, and Rania’s professionalism, strong communication, and responsiveness set the tone for a seamless collaboration. They delivered clear timelines, met every milestone, and exceeded our expectations for our fund disbursement strategy, adding thoughtful and strategic insights-including recommendations for potential partners- in our work that elevated the entire project. Their leadership was instrumental in shaping a practical, impactful plan that will guide our foundation’s work for years to come.

Kathy Taylor and Francesca Evangelista

President/CEO and Program Officer, Connecticut Community Foundation
“Thanks to Boldly Go, I now feel more connected to the cause and more confident in my giving.”

When we started, it felt like this huge, overwhelming task. But Boldly Go helped to break down the challenge of philanthropy down into smaller, manageable pieces, which really took the pressure off. You helped me figure out what organizations were good, and introduced me to ones that aligned with my interests. Learning about them made it less mysterious and helped me see the passion behind the people involved.

Thanks to Boldly Go, I now feel more connected to the cause and more confident in my giving. Growing up, I was taught to donate to places like symphonies and museums, which are valuable. But with the organizations I’m planning to support now, I feel like I’m actually making a direct, meaningful difference. I also feel more confident discussing my philanthropy, whether in casual conversations or formal settings, and I’m more committed to the work I’m doing.

Sara Miller, Indiana-based Philanthropist

Partnering for outsized impact

go@boldlygophilanthropy.com

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