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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.

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DETAILS

Who This Engagement Is For

  • Family foundations

  • Individual philanthropists

  • Philanthropic collaboratives or giving circles

SCOPE OF THE ENGAGEMENT

  • Quarterly strategy sessions 

  • Grantmaking philosophy and impact alignment support

  • Governance and board advisory

  • Decision support during leadership or strategy transitions

  • Ad hoc consultation via email or phone 

duration

  • 12 months

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If you are seeking a steady thought partner for your philanthropy, we invite you to begin the conversation.

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