Effective, Actionable Advice To Maximize Philanthropy

Planned Giving
Fundraising Strategy

Is your organization seeking new ways to raise funds, find new donors, or build deeper relationships? I’m here to help

  • Start or build your planned giving program
  • Identify opportunities for increased revenue to support your mission
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Strategic Planning
Board Governance

A thriving non-profit organization requires good strategy and an effective board. Let me assist you with

  • Developing an actionable strategic plan
  • Engaging your board in good governance and passionate service
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Philanthropic
Planning

For individuals and families: Understanding how to use your charitable funds to make the most impact can be both exhilarating and daunting. With my help you can

  • Develop and implement strategic giving guidelines
  • Create a family legacy of charitable giving
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