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.
OUR TRACK RECORD IN LEADER TO LEADER ADVISING
Advised the CEO of a major regional foundation on how to evolve strategy to be more proactive and focused
Supported a high net worth individual on how best to deploy philanthropic resources to strengthen America’s civic infrastructure
Provided change management coaching to a C-suite executive at a major foundation on how to improve a key foundation function
Helped a high net worth family structure their philanthropy to meet the individual needs of each branch of the family while preserving opportunities to collaborate on common areas of interest
Advised hundreds of CEOs, senior leaders, board members, and high net worth individuals and families on philanthropic strategy, grantmaking, family engagement, and other key elements of effective philanthropy