These actual case studies illustrate how we work with clients to help them achieve their philanthropic goals, as well as the outcomes of our efforts.

Consulting
Creating Good Governance Policies

Grantmaking
Aligning a Giving Program with Changing Board Objectives
Creating Projects Responsive to Family and Philanthropic Goals
Creating an Environmental Grant Portfolio that Integrates Diverse Interests
Developing a Giving Strategy and Guidelines


Management


Education
Developing Board Capacity

Jewish Life
Managing Grantmaking in Israel