Our Services
We partner with wealth managers, RIAs, and estate attorneys whose clients give to education and youth-serving nonprofits. Whether your client is considering a single major gift or giving regularly at scale, we provide the independent impact evaluation your team doesn't have in-house.
Independent Impact Review
A fast, rigorous assessment of a specific education or youth‑serving nonprofit before your client makes a significant gift. We evaluate whether the program is designed to deliver the outcomes it claims and whether the evidence supports it — giving your client confidence before they commit to a 5–6 figure gift.
Philanthropic Impact Strategy
For clients who've been writing checks to schools, funding scholarships, or supporting youth programs but want to give more strategically. I evaluate organizations, identify where your client's dollars will have the most impact, and build a giving plan they can actually follow.
Impact Advisory Partnership
An ongoing retainer for advisors with clients actively deploying significant capital annually into education and youth‑serving organizations. I serve as the impact evaluation expert on your team, available when questions arise, conducting due diligence on new grantees, monitoring existing partners, and tracking portfolio performance over time.