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Philanthropy Advising

Our approach to philanthropy advising is focused on the needs, priorities, values and interests of our clients. Between us, we have over 65 years of experience working with, teaching, and advising many different funding organizations, many styles of foundations, and many individual funders allowing us to adapt strategies and evaluations to each of our clients’ needs. The complex dynamics of boards and families are givens in our work. Fully independent, we primarily accept project contracts; as of 2017, we will accept a very limited number of interim or part-time foundation executive roles. We accept NO fundraising or development related contracts