STRATEGY

Growing strategic and transformative philanthropy.
Engaging and training wealthy donors and families in strategic giving and legacy planning.
Democratizing philanthropy and supporting the emergence of donors and leaders of color and the next generation.
Sector building with partners community based philanthropy and transformational philanthropy and legacy fields.
Mentoring and supporting the next generation of philanthropic leaders.
Producing tools for the nonprofit sector on strategic giving and working with clients and advisors on legacy planning.
Producing and sharing tools for the next generation of givers.
Training donor and legacy education trainers.
Coaching donors and staff and board teams of nonprofits, especially those committed to transforming culture and their communities.
Moving financial and estate planning attorneys to be more values based in their approaches and collaborations with donors/investors and their families.
Working with community foundations, social change, women's funds and United Ways and philanthropic advisors to unleash more strategic philanthropy.
Presenting wealth coaching as a means to supporting donors and investors to complete their legacy and philanthropic planning.
Engaging partnerships for transformative philanthropic funding through The Tipping Point Network and the Tipping Point Fund.
Sector building with partners in community based philanthropy and transformational philanthropy and legacy fields.