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

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Vision & Strategy

High Value Grantmaking & Initiatives

Full Service Philanthropy

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

“The work required a fresh perspective on how to implement new models in a changing environment and how to inspire continuity where needed.”

We engaged Boldly Go to provide strategic advice on how to implement a collaborative approach that drives upon the foundation’s goals. The work required a fresh perspective on how to implement new models in a changing environment and how to inspire continuity where needed.

I found Jeff’s coaching to be incredibly balanced. Jeff not only provided a high level of expertise around advancing collective impact goals but demonstrated a deep level of empathy. Jeff’s commitment to equity clearly shines through which was an important factor for our work. Working with Jeff has allowed me to develop a solid strategic plan and have the tools and skills necessary to mobilize action among the team that is authentic. I would recommend Boldly Go to anyone looking to advance audacious goals!

Shandra Richardson

Program Director of Strategic Initiatives, The Community Chicago Trust

“I was incredibly grateful to see that they were as talented in facilitating strategic planning with a family and family office as they were on the philanthropic side with our foundation.”

Boldly Go was a delight to work with on our family office strategic planning process. We chose to work with Kyle and the team after a year of collaborating with them on philanthropic strategic planning. I was incredibly grateful to see that they were as talented in facilitating strategic planning with a family and family office as they were on the philanthropic side with our foundation. I believe that much of the success was attributable to their talent in asking the right questions and truly listening to stakeholders. In a large family, this allowed for an elevated level of engagement and encouraged greater buy-in from individuals that are more removed from daily activities as they felt their voices were heard. Kyle, Rachel, and Walid’s skilled facilitation helped develop a thoughtful plan that represents the diverse perspectives of the Family. Boldly Go brought a distinct level of professionalism that was welcomed by the strategic planning group and Family. The final outputs are easily consumable and understood yet detailed enough to hold the family and our team accountable on implementation. We are very grateful that we chose to engage Boldly Go in our non-philanthropic strategic planning efforts and the outcome is far superior to what we would have produced independent of their help.

Fourth Generation Family Office Leader

“They were highly engaged and great thought partners, continuously encouraging us to dig deeper into our core values and beliefs and push our thinking.”

We engaged Boldly Go to help us develop a strategic vision for our family philanthropic efforts with a focus on impactful giving. We were searching for a team with a personal touch and found that and more in Kyle, Jeff and Walid who were a dream team. They were highly engaged and great thought partners, continuously encouraging us to dig deeper into our core values and beliefs and push our thinking. They guided us in developing a strategic framework, prioritizing interest areas, identifying a learning framework and establishing a road map for the next 3-5 years. It was an intense 6-month engagement but we thoroughly enjoyed it, used to look forward to our time together and are extremely satisfied with the results.

Bay Area Philanthropic Couple

Philanthropy Client