TEMPLATE: duplicate to start new profile

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First Name, Last Name, Company Name or Title

Founded in 1999 by entrepreneur and CEO NAME, we are one of the first philanthropic advising firms in the United States. A leader and innovator in the field of philanthropic advising, we have directed $1.5B to organizations, leaders, and public sector agencies boldly solving our most pressing social issues. The COMPANY NAME hallmark is our partnership with philanthropists and communities to increase the impact of this funding.

Philosophy/Approach: COMPANY NAME believes in actively creating a more equitable and uplifting world through meaningful, high-impact collaboration. We craft enduring, giving strategies with philanthropists who aspire to be agents of change. Our decisions and actions are guided by these core values:

  • Courage: we believe that we can make the world a better place, despite how great the challenges may seem.

  • Creativity: we believe that complex problems often require innovative methods and surprising ideas.

  • Collaboration: we believe that our work is most effective when we engage deeply with philanthropists and the community.

  • Change: we believe we can transform the world by creating deep, systemic changes now and for future generations.

Types of clients: Private foundations, corporations, community foundations, individual donors, small to mid-size nonprofits, major nonprofits, universities

Issues/Focus: Comma separated list of issues goes here

Specialization: Whether you are a couple kick-starting your philanthropy for the first time, a seasoned philanthropist who needs support managing a high-volume of grants, or a multi-generational family excited to build a legacy together, NAME customizes our services to meet your unique needs:

Partnering with the COMPANY NAME team on our philanthropy helps us understand where we can make the greatest impact with foundation resources. With the team’s expertise, management, and passion, we’ve made strategic changes to our funding approaches on the issues that matter to us and our democracy — promoting civic engagement and leadership, reducing the influence of money in politics, and bolstering a free and fair press.

—NAME OF REVIEW SOURCE

First Name, Last Name of consultant