Partner Subscriber: Consultants and Advisors

Credo Philanthropy Advisors

Posted on March 8, 2023

Credo Philanthropy Advisors, an independent consulting firm, helps foundations, families and individuals realize their philanthropic vision for improving lives and communities through effective grantmaking. Our services are tailored to meet the unique needs of our clients and include strategy development and implementation, research, including impact assessment, and training/coaching for boards and staff… Read More

Sherry Consulting

Posted on January 25, 2023

Sherry Consulting logo
Sherry Consulting delivers customized research, facilitation, strategic planning, and coaching strengthened by decades of leadership and expertise in numerous issue areas. We offer boutique advising to foundations, select nonprofits, and private donors, providing the individualized resources needed to launch high-impact strategies… Read More

Grant Philanthropic Advisors

Posted on August 25, 2020

Grant Philanthropic Advisors is an independent, Charleston-based firm helping you to focus and maximize your philanthropy—in turn, strengthening the fabric of our communities… Read More

Jordan Park Group

Posted on May 7, 2020

Jordan Park LLC logo
Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership… Read More

Putnam Consulting Group

Posted on May 20, 2019

Putnam Consulting Group
Putnam Consulting Group, led by Kris Putnam-Walkerly, provides a full range of advising and consulting services to help philanthropists achieve dramatic results with confidence and clarity. Since 1999, Putnam Consulting Group has been honored to deliver results for funders of all sizes and types, providing experienced consultation and guidance, impact evaluation, and communications savvy to your grantmaking team or foundation… Read More

Strategic Philanthropy, Inc.

Posted on May 3, 2019

Strategic Philanthropy, Inc.
Strategic Philanthropy, Inc. (SPI) works with philanthropies and donors to leave them better positioned to achieve positive results for those they serve. SPI’s services fall into three clusters: governance and strategic management, fund development, and philanthropic planning… Read More

Pullen Consulting Group

Posted on April 22, 2019

Pullen Consulting Group
Pullen Consulting Group specializes in working with mission-oriented companies, non-profits, and the leaders of these organizations, as well as entrepreneurs and families. Using communication tools, assessments, performance technology, and wisdom traditions that ignite positive and effective change from the inside out, their promise is to stand with you in designing a powerful future for your business, organization, or family… Read More

One Seven Advisors

Posted on April 22, 2019

One Seven Advisors
One Seven Advisors builds relationships that build legacies around the things people truly care about — through a holistic commitment to personal and financial growth. Their independent financial advisors spend less time tracking tasks and more time getting to the core of what’s important. They design personalized financial plans through a deep understanding of what really drives clients — their… Read More

Schwartzman Advising

Posted on March 17, 2019

Schwartzman Advising works with high net worth individuals and multi-generational families to help them systematically and strategically engage in philanthropy and volunteerism. Their authentic and personal approach helps unfold what people care and are passionate about and develops strategic plans for acting upon these determined values… Read More

Phila Engaged Giving

Posted on March 17, 2019

Phila Engaged Giving
Phīla Engaged Giving works with individuals, families, estates, foundations, and businesses interested in leaving a philanthropic legacy. Their goal is to help you understand the issues that move you, learn from experts on the ground who are doing the work, and make meaningful contributions to organizations that best align with your interests… Read More

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