Philanthropic Strategy & Impact
The Philanthropic Strategy & Impact Advisory Retainer is an ongoing advisory relationship for clients who want a trusted thought partner as their philanthropy evolves.
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This engagement provides continuity, discipline, and perspective over time—supporting donors and organizations as they refine strategy, strengthen governance, and make thoughtful decisions in moments of growth or transition.
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The focus is not on day-to-day execution, but on clarity, alignment, and long-term impact.

DETAILS
Who This Engagement Is For
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Family foundations
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Individual philanthropists
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Philanthropic collaboratives or giving circles
SCOPE OF THE ENGAGEMENT
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Quarterly strategy sessions
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Grantmaking philosophy and impact alignment support
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Governance and board advisory
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Decision support during leadership or strategy transitions
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Ad hoc consultation via email or phone
duration
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12 months

