FAQ.

• We never push a one-size-fits-all plan of action on our clients because each client comes to us with unique goals and challenges. • We listen to clients about their situation and needs. • We encourage clients to ask and answer difficult questions about what they want to accomplish and how they want to operate.

• Funders come to us looking for implementable solutions, so rather than offering our clients abstract or pie-in-the-sky advice, we work with them to develop concrete operation plans and checklists, strategies, and plans of action for grantmaking. • We help our clients realistically match their resources with goals, and we offer implementable strategies for reaching those goals. • Because of our experience working in trusted relationships with clients, we know which plans will be most viable for a given philanthropic or familial goal.

• We recognize that although funders aim to make a public impact, philanthropy is a personal activity that expresses private beliefs and involves resources that many funders prefer to keep private. • We have a strong background in legal ethics and confidentiality and are devoted to safeguarding client privacy. • We have extensive experience working with clients to protect their philanthropic identities when desired.