Three rooms. One advisor.
Whether you're an organization trying to raise your next gift, a fund or company looking to grow, or a family figuring out how they want to give, the work starts the same way. Understanding the relationships that already exist, and building the ones that don't yet.
For nonprofits
Your next gift is closer than you think.
For organizations that want to raise more, and raise it from the right people. I work with leaders and boards on:
- Building a plan for your biggest gifts
- Campaign planning and advisory
- Finding and prioritizing the right donors
- Coaching boards and staff on how to ask
- Being in the room for the conversations that matter
Built on direct experience closing six, seven figure gifts from individuals, families, and foundations.
If your board is asking who's going to make the ask, let's talk.
For individuals and families
Before you give, get clear.
For a family that wants to set up a foundation, or anyone whose giving has outgrown writing checks. I help you think through:
- What you actually want your giving to do
- Family conversations about money and values
- Options for how to give, to bring to your financial and legal team
- A giving plan that reflects who you are, not just what's tax efficient
If you just sold your company and don't know what to do with the money, or the meaning, that's exactly the conversation I have.
For funds and founders
Raising capital is relationship work too.
For a fund or a company looking to grow or raise capital, and wanting someone who has spent a career in those rooms. I help with:
- Getting your fundraising story clear
- Building and keeping investor relationships
- Sharpening your pitch and materials