Our services include:

• Purpose and Strategy: Translating the client’s values and philanthropic goals into clear objectives and an effective operating framework;
• Structure and Set-Up: Advising on and establishing an appropriate charitable, trust, corporate or other philanthropic structure;
• Governance and Oversight: Preparing constitutional documents, policies and decision-making procedures to support proper accountability;
• Grant-Making and Partnerships: Structuring grants, donations and collaborations with charities, social enterprises and other organisations;
• Impact and Reporting: Establishing monitoring and reporting processes to assess how funds are used and whether the intended outcomes are being achieved; and
• Succession and Continuity: Planning for future leadership and involvement to preserve the philanthropic vision over the long term.