What We Do
Philanthropy-Strategist works with a broad range of organizations to address how they can most effectively and purposefully allocate their resources to create lasting value. We address the organizational capacity, program directives, collaborative partnerships, performance measurement, subject matter analysis and strategic planning on your philanthropic journey.
Our tailored process aligns your personal values with intentional social investment. We offer hands-on leadership coaching to refine your influence within your family, organization, and community; helping you gain a new perspective on the issues you care about and the impact of your role in your community. Philanthropy-Strategist’s comprehensive support guides you through all aspects of philanthropy with a team that has successfully built and managed philanthropic entities from the ground up.
Individual Donors/Families
Transform personal values into meaningful, purpose-driven philanthropy. Whether you're exploring giving options, establishing a family foundation, or creating a legacy of impact, we provide expert guidance to help you define your vision, evaluate charitable opportunities, and implement values-based strategies. Gain clarity on where your philanthropy can have the greatest influence, ensuring long-term sustainability and personal fulfillment.
Founders
Translate personal vision into purposeful, enduring philanthropic initiatives. Whether you're launching a foundation, defining your focus, or advancing causes connected to your life’s work, we provide expert guidance to help clarify priorities, build meaningful partnerships, and implement strategies that create measurable, lasting impact. Establish a philanthropic platform that reflects your leadership, deepens your legacy, and drives meaningful change over time.
ADvisors
Enhance your advisory offering with integrated philanthropic expertise. Whether supporting clients’ vision, establishing foundations, or engaging across generations, we provide specialized guidance to help design effective philanthropic plans, implement structured approaches, and ensure ongoing stewardship. Strengthen client relationships and deliver comprehensive, values-driven solutions that align wealth, purpose, and long-term impact.
strategic advisory for intentional philanthropy
Through a specialized network of partners and consultants, we offer comprehensive advisory services to design a philanthropic roadmap for families, foundations, industry leaders, business executives, young professionals, and career-driven women.
Every philanthropic journey is unique. Our proven process ensures that your social investments are aligned with your long-term goals.
Philanthropy-Strategist works to transform philanthropic intent to a diverse range of projects that advance civic engagement and strengthen communities.
We bring a wealth of experience that bridges private sector investment strategies; organizational structure, research and development, and performance measurement practices to the field of philanthropy that drive growth and sustainability.
Define Your Mission & Focus Areas
Philanthropy begins with a clear sense of purpose. We work with you to align your social investments with your core values and long-term objectives. Through deep values exploration and personal development coaching, we help refine your philanthropic perspective, ensuring your efforts are rooted in what matters most to you. This process includes identifying the causes, communities, and issue areas where you seek to make the greatest impact.
Develop a Strategic Plan
Once your mission is defined, we develop a sustainable philanthropic framework tailored to your vision. This includes structuring grantmaking priorities, funding models, and investment strategies that drive meaningful results. Whether you are an individual donor, family foundation, or corporate entity, we help establish a leadership role within philanthropy, positioning you as an informed and strategic force for change in your community and beyond.
Structure & Governance
A strong philanthropic structure ensures longevity and compliance. We provide expert guidance in establishing a foundation, donor-advised fund, or corporate giving strategy, helping you navigate the complexities of IRS regulations, governance policies, and legal requirements. With a focus on financial sustainability, we implement sound oversight and accountability measures, ensuring that your philanthropic resources are managed with transparency and long-term stability in mind.
Engage & Measure Impact
True impact is measured not just in dollars but in results. We connect you with high-impact nonprofits and social innovators, facilitating meaningful partnerships that align with your mission. Our approach integrates impact measurement tools that track progress, refine strategies, and maximize your contributions. Additionally, through executive coaching, we help you enhance your leadership and communication skills, ensuring that your influence in philanthropy extends beyond financial contributions to real, transformational change.
Who We’ve Worked With
OUr Story
Across nearly two decades in philanthropy, we have worked at the intersection of strategy, leadership, and social impact—building philanthropic initiatives that create real and lasting change.
From structuring and scaling private foundations to guiding business executives, industry leaders, and families in aligning their resources with their values, we have seen firsthand the power of intentional philanthropy. We’ve developed grantmaking portfolios, fostered multi-sector collaborations, and advised on impact-driven strategies that transform generosity with measurable outcomes.
Our approach goes beyond traditional philanthropic advising. We integrate leadership development, strategic decision-making, and values-based planning to create a personal and organizational roadmap for impact. We recognize that philanthropy is more than giving—it is an investment in people, communities, and ideas that shape a more equitable and sustainable future.
At Philanthropy Strategist, we offer deep expertise and hands-on guidance, ensuring that each step of the philanthropic journey—whether defining a mission, structuring an initiative, or measuring impact—is clear, intentional, and aligned with long-term goals.
If you're starting a new initiative, enhancing your current strategy, or looking to leverage your influence for social impact, we’re here to guide you with clarity and confidence.
