Services
We are a full service philanthropy management firm who works with organizations, individuals, families, private foundations, and companies to provide necessary services to achieve short term and long term philanthropic goals. We work with clients in the United States, Europe and Israel. We accept a very small group of clients each year on a referral basis only so that we can continue to provide the highest level of service. Although we have an experienced team working behind the scenes, all clients work with Jennifer (Jenny) directly and exclusively.
Every client has unique needs and services provided are therefore unique to them. Our most sought after services include:
- Working with non profit organizations to develop annual and major gift campaigns
- Providing necessary support for Capital Campaigns including private phase giving, capacity and inclination research, committee structure, Board giving, grant writing and more.
- Building healthy endowment programs that provide long term support for specific needs
- Matching clients with charitable organizations whose missions are aligned with their passions
- Producing fundraising events for private foundations
- Establishing corporate giving programs
- Managing PR efforts which can range from maintaining confidentiality to promoting charitable efforts
- Working together with accountants and business managers to maximize tax benefits
- Developing meaningful and permanent naming opportunities
- Managing correspondence, billing and necessary paperwork
- Raising funds for non-profit organizations on behalf of clients
- Memorial gift campaigns
- Setting up meaningful volunteer opportunities for families and/or employees
- Holiday drives and other year end specific giving needs
- Working with charitable organizations and individual grant recipients to evaluate the impact donor gifts made and together determining how to maximize efforts
Unlike other philanthropic consulting firms we do not charge fees based on the dollar value of our clients donations or high hourly rates. Our fee structure is a standard fully inclusive monthly retainer.