Who We Serve

We Specialize in Working with Families

Our clients might be making a major gift using appreciated stock, or thinking about setting up a foundation, or taking over the leadership of a foundation started by their grandparents. Whatever the nature of their giving or grantmaking, our clients want their gifts to make a difference — and they want to make sure their gifts are used for their intended purpose. Our clients care a great deal about an issue, an organization or a community. We work with our clients to put that caring into practice, and we work diligently to ensure their gifts and grants are successful.

We work with:
  • Individuals and families making major gifts.
  • Individuals and families thinking about starting a foundation or other charitable entity.
  • The board of trustees and/or the staff of Family Foundations.

We do not disclose the names of our individual clients, but click here to see a list of our foundation clients.