Consulting Services

Creating impact through your giving is a journey, and we’re here to help you each step of the way. Whether you are already on the path to giving with impact or are making the shift to more strategic philanthropy, our expertise will help you achieve your goals with confidence. Consulting services are customized to meet your unique needs. Examples include:

  • Developing impact goals
  • Short, medium or long-term strategic planning
  • Engaging family members in giving
  • Deepening your knowledge on issues and causes
  • Determining your review and allocation strategy and related processes
  • Monitoring, reviewing and understanding the impact of your giving
  • Communicating your goals and impact
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Chief Philanthropy Officer Services

Let us help you manage the end to end responsibilities of a Chief Philanthropy Officer without the need to hire, manage or support your own staff. From developing strategies and goals to portfolio management, impact assessment and communication, we’ll work with you to determine the impact you want to make, how you want your giving to uniquely reflect you and your interests, and work together to bring your giving to life.

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Proximity Workshops

Ready to start making greater impact? This workshop will help you clarify the values and experiences that drive your giving, the issue areas that are of greatest interest to you and help you define your next steps. Proximity workshops are designed for small groups and can be offered 1:1.  

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Learning Journey

A cohort-based series that provides a deeper understanding of topics that often arise when engaging in strategic giving. Each session in the series will include a learning opportunity with issue experts and site visits with Puget Sound based nonprofit organizations. Participants will engage in discussion on important issues relevant to their giving, gain a deeper understanding of regional issues and the Puget Sound nonprofit sector, and grow their network. Learning journeys are available to be customized to deepen knowledge on specific sectors, issue areas or geographies. 

Learn more and get notified about the next scheduled learning journey.

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Get Closer. Make Greater Impact.