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

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.

Our philanthropic advising services:

Guidance on establishing the foundation’s philanthropic values, mission and vision.
Guidance on determining the Foundation’s strategic philanthropic objectives, goals, and aligned activities.
Assistance with setting up grantmaking systems, priorities, and protocols; including application, review and reporting processes.
Curation and vetting of nonprofit causes/issues and organizations who fit the foundation’s field of focus for grants.
Consultation on the foundation’s external communication, public relations and digital media needs.
Facilitation of board meetings as well as board training and succession planning.
Engagement of the next generation of family leaders.
Mission-immersion experiences for board members and key advisors.
On-going accountability partnerships to ensure overall strategy is achieved.
Access to strategic coaching and mentoring whenever needed.

“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

Find purpose and focus your efforts.

Create a strategy for giving.

Build a legacy.

We can work alongside your other trusted advisors, including CPAs, estate attorneys and wealth advisors.

Contact us for more information:

Email aly@alysterling.com

Aly is certified in the 21/64 approach to working with multigenerational families with funds, foundations, and other family enterprises. Learn more at 2164.net

By working with us, you will:

Gain a trusted partner to support your philanthropic efforts.
Benefit from our expertise and personal attention, tuned to your interests and needs.
Have access to best practices and expert insights whenever you need them.
Maximize your investment of time and money for the biggest impact.

Email aly@alysterling.com