OUR SERVICES
WE ARE HERE TO HELP YOU
NAVIGATE YOUR GIVING JOURNEY
Our process helps us to better understand you, your giving history and your goals. Our AI Report (Analysis and Insights) articulates where you are where you want to go.
Discovery & Strategy
Due Diligence
Our SI Report (Summary and Insights) provides you with a deep understanding of the organization. We help you consider the context and nuances unique to the organization.
Meetings & Retreats
We plan, prepare, and facilitate foundation meetings, and multi-day retreats to help equip you and your foundation.
Coaching
We work through the day-to-day questions to guide foundation members on your journey in philanthropy.
We facilitate opportunities to learn and grow closer to God and others by curating service experiences, learning workshops, communal reading of scripture, and prayer.
Connection
We support grant administration and present trends, so you can track your giving.
Grants & Reporting
We provide strategic counsel to families considering what a transition of stewardship could look like for them. We encourage the next generation of family members, equipping them to be faithful stewards.