Areas of Practice
Individual or Family Giving
“Helping you to better understand your philanthropic journey and impact.”
In an increasingly complex world, we are all challenged to know whether our charitable giving is making the a measurable impact we had hoped for. Working with families, individuals, private and family foundations, estate planners and family offices, we combine research and our proprietary Legaci Roadmap to educate and uncover your philanthropic vision.
Whether you are new to philanthropy or looking to build upon a legacy, we are here to design a roadmap to guide you on your journey.
We ensure the utmost privacy and respect of your wishes to make certain your voice and family legacy is properly reflected in your Legaci Roadmap.
Call or email us today to find out how your unique Legaci Roadmap can help you make the right choice today.
Not for Profit Organizations
“Working with you to uncover your gaps and opportunities to build a stronger long term impact.”
Whether you are a charitable organization, not for profit society or social enterprise, we will work with you to define your organizational strategy, review gaps and opportunities, train and mentor staff and board members. Alternatively, we can provide an independent review to identify gaps and opportunities and design strategies to grow and strengthen your long term sustainability.
We offer:Strategic planning sessions
Senior Leadership Mentorship
Fundraising Reviews
Data analytics to uncover donor opportunities and strategies
Assessment of organizational gaps and opportunities
Research - funding opportunities and areas of alignment
Technology Review and Policy
Leadership and Board training