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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.
4 Ways Your Nonprofit Can Personalize Donor Communications
Gaining nonprofit support involves effectively communicating with donors. Read on to learn more about how your nonprofit can personalize donor communications.
Do you believe these three strategic planning myths?
Strategic planning is as essential for nonprofits as it is for businesses. Check out these three planning myths and let us know if you’re ready to consider how a nonprofit consultant can improve help you create an actionable strategic plan. Don’t shortchange your mission or the people you serve by letting another year go by without one.
Culture eats strategy for breakfast
It’s always a good time to stop and take stock of your nonprofit’s culture and related reputation. The best way to do that is by partnering with a nonprofit consultant to assess organizational norms and interview stakeholders for their input. Consultants bring expertise and objectivity to the table, encouraging stakeholders to open up and providing important insights and recommendations. Culture assessments can be done as part of a nonprofit strategic planning or fundraising planning process, or on their own to address issues and improve alignment within the mission.