- Organizations, including community foundations and nonprofit organizations, to strengthen the giving expertise of staff, engagement of the board, and support of donors.
- Family Foundations by working with family members individually and as a group, to understand their unique philanthropic personality and giving capital. We build personal and group giving skills and create giving plans that are effective and meaningful. This process is similar to team building for executive leadership teams.
- Individuals to help them discover who they are as a philanthropist explore their personal giving capital and create meaningful and effective giving plans.
- Corporate executives to help them more fully engage in the philanthropic process through specially designed coaching programs.
- Business owners helping them discover who they are as a business philanthropist, explore their business giving capital and create meaningful and effective corporate giving plans.
- Professional advisors as they help their clients explore and engage in philanthropy.