Strategic Philanthropy & DAF Optimization
(For Wealth Advisors and Donors)
Maximize impact while optimizing tax benefits. We help high-net-worth donors structure their giving for intentional, tax-efficient philanthropy.
DAF Optimization
Structuring donor-advised funds for maximum community impact.
Legacy Philanthropy Planning
Multi-generational giving strategies that sustain Black wealth.
Nonprofit Vetting & Portfolio Strategy
Curated selection of high-impact nonprofits.
- Service Model: One-time consulting fees & retainer-based strategy sessions.
Nonprofit Growth & Fundraising Readiness
(For Nonprofits)
Strengthening nonprofits for long-term funding success. We help organizations secure grants, corporate partnerships, and high-net-worth donors.
PSI Readiness Assessments
Evaluating funding readiness & crafting strategic roadmaps.
Corporate Partnership Development
Positioning for corporate funding opportunities.
Fundraising & Messaging Strategy
Crafting compelling donor appeals & impact storytelling.
- Service Model: One-time assessments, fundraising strategy packages, & retainer-based consulting.
Corporate Philanthropy & Social Impact Strategy
(For Corporate Giving Teams)
Building strategic partnerships with corporations empowering Black communities. We design corporate social responsibility (CSR) initiatives that drive authentic, high-impact giving.
Corporate PSI Impact Reports
Custom Black philanthropy research & impact assessments.
Employee Giving & DEI-Focused CSR Programs
Structuring corporate philanthropy initiatives that align with Black-led causes.
Nonprofit Partnership Curation
Matching companies with vetted Black nonprofits.
- Service Model: Custom reports, project-based consulting, & annual CSR advisory retainers.
Foundation Fund Distribution & Impact Measurement
(For Foundations)
Strategic grantmaking to maximize philanthropic investments. We help foundations align giving with long-term, sustainable impact.
Portfolio Strategy & Fund Distribution
Structuring multi-year funding plans for high-impact Black organizations.
Impact Measurement & Reporting
Creating customized frameworks to track social return on investment (SROI).
Collaborative Giving Initiatives
Facilitating pooled funding opportunities for greater community impact.
- Service Model: Advisory retainers, project-based strategy development, & impact reporting services.
Philanthropy Concierge for Changemakers
(For Donors Invested in Black Communities)
Exclusive philanthropic guidance for donors committed to advancing Black communities. We offer bespoke strategies for high-impact, values-driven giving.
VIP Giving Strategy Sessions
Personalized roadmaps for philanthropy & impact investing.
Custom Nonprofit Vetting & Due Diligence
Identifying the best nonprofits for aligned giving.
Impact Reports & Donor Stewardship
Ensuring donations create measurable, lasting change.
- Service Model: One-time strategy engagements, nonprofit curation fees, & impact reporting retainers.
Ready to Elevate Your Philanthropic Impact?
Let’s build a strategy that turns your giving into lasting change. Contact us today to start the conversation.