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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 only accept project contracts. We do no work on the fundraising side, nor do we manage anyone’s giving.