Who We Serve

We provide our clients with structured, interactive, hands-on philanthropic coaching and workshops that are fun, thought-provoking and educational.

On the nonprofit capacity building side of our business, our Ambassador Excellence programs help mission-driven organizations provide board members the fresh perspectives, knowledge, and skills they need to be more impactful as friendraising Ambassadors. Our Board Impact programs help organizations improve basic board structure, governance, and culture, while our Rapid Strategic Planning services help organizations develop the strategic framework and foster the culture needed to build organizational resiliency, agility, and grit in today’s complex and rapidly changing environment.

On the collaborative giving side of our business, our Hands On! Philanthropy, 3D Relationships, and Family Philanthropy Roadmap programs bring participants together and guide them as they clarify and articulate their philanthropic values, passions, and mission. They then use that clarity to put a purposeful plan of action in place to honor those values and maximize the impact they can make in the community.

Nonprofits

Our Ambassador Excellence, Board Impact, and Rapid Strategic Planning programs help nonprofits provide board members the fresh perspectives, knowledge and skills they need to be more impactful as Ambassadors on behalf of their organizations.

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Companies

Nonprofits

Our Hands On! Philanthropy programs help companies engage employees, build teams, foster professional and personal skills, and in turn boost the impact of their corporate citizenship programs.

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Advisors

Nonprofits

Individuals and Families

Our 3D Relationships programs help wealth advisors engage their clients in broader, deeper, multi-generational conversations centered on philanthropy and legacy.

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Individuals and Families

Schools & Community Service

Individuals and Families

Our Family Philanthropy Roadmap programs provide individuals and families the fresh perspectives, knowledge and skills they need to be more impactful when it comes to their giving.

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Community Foundations

Schools & Community Service

Our Hands On! Philanthropy programs help community foundations build deeper, multi-generational relationships with their donors, and further differentiate themselves in an increasingly competitive environment.

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Schools & Community Service

Our Hands On! Philanthropy programs help campus organizations engage students, build relationships, foster professional and personal skills, and in turn boost the impact of their community service programs.

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