We help individuals and families reach their philanthropy goals – whether they’re just getting started or have a family foundation in place.

Philanthropic Advising
If you’re looking to create a cohesive, purpose-driven strategy for your personal giving, you’ve come to the right place.

“We’re grateful we’ve had Aly and her team on board while setting up our foundation. Their expert advice and hands-on guidance have been integral to the process from start to finish – from establishing our purpose statement and field of focus to setting up our grantmaking and board structure. They’ve become a trusted partner in the Eldred Foundation’s success and legacy.”
Kate Blake
Board President | John Henry Eldred Jr. Foundation

Philanthropy News
Take advantage of our news, tips and resources designed to help you be successful in your mission.
Join us on July 17 for the Giving USA 2025 Briefing in Toledo
Giving USA 2025 Briefing – Toledo Giving USA is the nation’s longest-running, most comprehensive report on charitable giving, and we are pleased to host a free Giving USA 2025 briefing in Toledo with fellow sponsors Clark Schaefer Hackett, the Toledo Zoo and Aquarium,...
How to Measure the Impact of Your Company’s Philanthropy
For your corporate philanthropy programs to be successful, you have to measure their impact effectively. Learn five steps to take to track the right data.
Building Donor Relationships through Volunteering: 5 Tips
Donor relationships help keep your nonprofit running, and many of your donors may make for great volunteers. Discover how to engage them with these tips.