Major donors are all unique and have diverse needs. We offer three levels of service, designed to support major donors at different stages of their philanthropic journey. Click on client logos to learn more.
Stewards receive comprehensive, personalized support that is customized for individuals and families seeking to manage their philanthropy with greater purpose, confidence and lasting impact. Included with the services for each of these Stewards is a customized grant application process and reporting system so we can track the impact of your charitable contributions.
Companions gain a collaborative giving experience. Together, friends focus on shared priorities. The approach blends learning, independent due diligence, and collective impact. Like the Stewards model, we track impact through grant applications and progress reporting for all Companions gathered around a specific cause.
Wayfarers benefit from a simple, self-directed way to explore charities, organize giving, and make informed philanthropic decisions. This DIY model is advantageous for major donor families who don’t need our full application and reporting system, but still want to benefit from our due diligence and access to solid charities.
