Who We Serve

Nonprofits

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Our Ambassador Excellence 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

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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

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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

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  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

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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 and Community Service

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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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