Services
Advising
Together we turn intention into action and translate what matters most into a practical plan. This may take the form of a focused scope of work over several months, or longer-term advising on sourcing, diligence, and decision, tailored to your preferred level of engagement.
Giving strategy & structures for individuals, families, and foundations at inflection points.
Sourcing & due diligence to identify promising, values-aligned organizations
Landscape scans to quickly map an issue area and meet the right leaders.
Next-gen coaching & education to build confidence, shared language, and decision-making practices.
A decade as a management consultant to nonprofit and for-profit organization has given me deep experience facilitating meetings, structuring complex decisions, and working with boards and leadership teams to clarify strategic direction.
Meeting facilitation — design and lead productive meetings that surface alignment, decisions, and clear next steps.
Board & leadership strategy sessions — partner with boards and executive teams to sharpen direction and roles at inflection points such as a generation change or leadership transition.
Speaking & Workshops
I offer practical, engaging sessions for boards, foundation staff, peer networks, and professional audiences in a format customized to your audience. Examples include:
Your Next Chapter: How to Use Philanthropy to Create Purpose and Impact
For moments of transition (retirement, empty nest, business sale), this session helps you reconnect giving to purpose, explore the full spectrum of ways to contribute (time, talent, treasure, and more), and identify what motivates more rewarding engagement.
Bringing Philanthropy into the Wealth Planning Conversation
Explains how a philanthropic advisor fits alongside wealth, legal, and tax advisors, and turns structures like DAFs or foundations into meaningful strategies by clarifying values, sourcing/evaluating nonprofits, and shaping an actionable plan.
Approaches to Giving: A Practical Overview
A clear tour of giving models (strategic, trust-based, venture) and vehicles (intermediaries, collaboratives, impact investing), with trade-offs and guidance on matching approach to goals, level of involvement, risk tolerance, and whether to fund immediate needs or root causes.