Leader to leader advising
Inspired insights. Trusted advice.
We provide executive-level coaching and support to help leaders be extraordinary philanthropists.
how we help on leader to leader advising
Family and Board Engagement
We advise clients on how to best involve multiple generations in the joy of impactful philanthropy, align and build consensus among family members, and successfully manage family and board dynamics.
Making Big Decisions
We help clients grapple with and make major philanthropic decisions related to liquidity events and other business and family milestones, organizational set up or restructuring, governance and leadership changes, grantmaking in perpetuity vs. sunsetting, or executing significant shifts in strategy or operations.
We coach leaders to be highly effective visionaries, champions, and influencers at the level of anonymity or recognition that best suits them. We challenge them to think through and take action on urgent topics like racial equity or political engagement and help them use their voice and thought leadership to catalyze change.
Knowledge and Networks
We connect clients with community-based leaders and experiences, data, research, peers, and partners to gain on-the-ground insight, accelerate impact, and avoid mistakes.
We provide workshops and guidance on effective philanthropy, the use of multiple philanthropic tools, programmatic impact, evaluation and learning, generational trends in philanthropy, and other critical topics.