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Effective, Actionable Advice To Maximize Philanthropy

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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