Our Services
We help individuals, families & organisations navigate the why, what & how of your charitable giving.
Why of Giving
Review your giving to date, structures, governance, etc.
Undertake discussions & key stakeholder interviews
Facilitate an in-person workshop to discuss giving effectively, cause areas, how & what you will give etc.
Clarify your giving values, mission & goals
Advise on issues from engaging the next generation to equitable granting
Develop a Statement of Wishes with you & key stakeholders
Facilitate set up of your Private Ancillary Fund
What of Giving
Research your chosen cause areas to uncover unique & largely undiscovered for-purpose organisations
Provide rigour through due diligence to ensure your funding achieves the most impact it can
Present recommendations with comprehensive reasoning about which organisations to support
Develop trust-based relationships with your grantees
Source educational & engagement opportunities to participate in
Broker partnerships & agreements with grantees
How of Giving
Deepen partnerships with your grantees & stakeholders, including within families
Manage grants & administration, so you don’t have to do the 'boring bits'
Monitor, measure & evaluate your giving to ensure it achieves your goals
Report on impact & undertake an annual review
Facilitate family & board meetings
Oversee your governance & compliance
Continually review & evolve your giving & strategy