We Do

Philanthropic Advising

We work in partnership with estate attorneys, accountants, trusted advisors, and financial brokers to help individuals navigate the intricate realm of charitable giving and legacy planning. We recognize the profound impact strategic philanthropy can have on one’s legacy and community. Our tailored approach combines expertise in tax-efficient strategies, wealth management and/or transfer, and charitable giving, empowering them to create meaningful and lasting philanthropic solutions.

This entails exploratory conversations to understand one’s desired charitable interests and intents, then outlining the strategy to make them happen.

Development Consulting

We understand the challenges development professionals face by being pulled into various projects, hampering their ability to cultivate relationships and steward resources effectively. That’s why we provide targeted support to the Nonprofit Development/Fundraising Office. We focus our efforts on empowering key stakeholders such as CEOs/Presidents, Chief Development Officers, and Vice Presidents or Directors of Development on how to optimize their philanthropic efforts.

We accomplish this by concentrating on the fundamental elements that drive successful fundraising initiatives. This includes reviewing development position descriptions, assessing strategic plan objectives, and CRM list management. We also create quarterly and annual work plans aimed at streamlining operations and aligning philanthropic support with organizational goals.

Executive Coaching

We bring firsthand experience as nonprofit CEOs and Chief Development Officers, giving us a deep understanding of the demands facing nonprofit executives and development leaders. We’ve carried the responsibility for organizational vision, fundraising results, board leadership, staff development, and the countless decisions that come with leading a mission-driven organization. That experience, paired with our training as life and career coaches, is the foundation of a coaching practice focused specifically on helping nonprofit leaders grow and lead with greater clarity and confidence.

We work with nonprofit CEOs, senior leaders, and development directors navigating complex, high-stakes roles. Whether the challenge is strengthening a board, building major donor relationships, developing a team, managing competing priorities, or simply finding the time and space to think strategically, we help leaders step back, gain perspective, and focus on what matters most. Each engagement begins with a structured discovery conversation to understand your goals, aspirations, and challenges, followed by a personalized coaching plan with measurable objectives and shared accountability.

Our approach is relational by design. We begin with two defining questions: Who are you, and why are you in the role you hold today? From there, we work together to clarify your potential, remove the barriers that may be holding you back, and advance the personal and organizational goals that drive meaningful, sustainable success. Because every leader’s path is different, we tailor the scope, cadence, and duration of our work to your specific goals—whether that means focused support around a particular challenge or a longer-term coaching partnership.