We help small and medium-sized foundations, communicate with grantseekers, shepherd the grant decision process with trustees, and manage vendors such as web designers, CPA’s, and other professionals who support foundations.

We’d love to help you design, initiate, or revamp your foundation’s grantmaking criteria, facilitate a family meeting and build your board members’ skills. We welcome short-term projects, and we love long-term relationships with enthusiastic trustees.

We excel at managing multiple communications—internal and external—and use the latest technology to make communication easy for all. We help you do the fun part of giving—learning, guiding, sharing your wealth and your wisdom, while we take care of the day-to-day details. More>>

Jule Parkman Meyer, Principal
Photo: Robin Purcell