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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.

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.

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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