Foundations
From defining your mission + identifying the right partners — to putting your values and big ideas into action — this streamlined support helps you take charge of charitable giving.
Donor-Advised Funds
Expand the breadth of your firm’s services by adding us to your team of experts. Whether your clients support veterans, entrepreneurs, or faith-based programs, our unique market insights help you help them even better.
Individuals + Families
Find the perfect nonprofit that completely lines up with what you care about most -- without the time-consuming research and legwork. We erase the guesswork so you can feel good about your give.
Professional Advisors
Enhance your clients’ experience + grow their real-world impact by tapping into our charitable expertise. More than 40 years of experience means we make the most of their time + resources to create lasting change in our communities.
From mission statements to sun-setting support, we’re here to make sure giving feels good.
For our full suite of services + pricing, let’s connect.
“Nicole and John bring decades of experience and a stunning degree of customization to your philanthropy. They are knowledgeable, professional, and extremely well-organized. Most importantly, they are focused like a laser beam on helping you accomplish your goals. Their great love of philanthropy—and their appreciation for philanthropists—shines through in everything they do.”