A good giving approach for individuals and families.
We start with a conversation to work out what working together might look like. Everything is shaped around what you actually need to move from where you are, towards making clear, confident and meaningful giving decisions.
01. Listening
We are called a concierge, because it reflects how we work. We don’t expect you to know exactly what you need upfront. We begin with getting clear on where you might be stuck.
This first conversation is free, carries no-obligation and usually runs for one-two hours. It’s a chance for us to get a feel for whether working together makes sense and explore what you need our help with.
02. Clarity
Over three to four sessions, we give you the space to get genuinely clear, on what matters most, what you want your giving to do, and what, if anything, you want to do next.
For some, this time for reflection creates enough clarity to move forward independently. Others pause here and return when the time feels right. Some continue straight into a flow of work that moves them from intention to strategy.
03. Direction
Our support may include strategic advice, coaching, facilitation, research and philanthropy planning - or whatever helps direct where your capital goes, how you want to give and what meaningful impact looks like for you.
The pace, depth and length of support will always depend on your needs, how many people are involved, and what else you’re navigating in life and business. Whatever form it takes, what remains consistent is the outcome: a clear framework for decision-making and the confidence to get on with and enjoy good giving.
04. Action
When you’re ready to move capital, make gifts or grants we help you navigate the practical landscape: delivery partners, giving vehicles, due diligence and gift administration. Where you need tools and systems to understand the impact of your giving, we’ll bring in the right specialists and coordinate who does what for you.
We won’t leave you to figure out the next steps alone, unless you’re ready to take it from here. We stay with you for as long as it’s useful.
Our clients access opportunities that build their knowledge, spark new thinking and deepen a commitment to good giving.
We create informal spaces for learning, reflection and conversation, bringing together clients, their families and fellow philanthropists with inspiring people, ideas and experiences.
