For foundations, donors, giving circles and others who give

We collaborate with you to identify the values that shape your purpose in giving; listen to and engage with the people central to achieving meaningful impact; and develop the art and science of your giving practice. Our services are customized to meet your need.

We’re particularly interested in opportunities to support effective relationships between those who give and those receiving gifts and grants. Whether working as an intermediary on your behalf, or helping you integrate grantee and beneficiary voice into your practice, we’re here to assist.



Vision and mission review and development
Values identification
Purpose and goal-setting



Board assessment
Grantee feedback
Stakeholder feedback
Constituent engagement



Foundation capacity assessment
Grantee capacity assessment
Best practices research and synthesis
Landscape analysis
Concept or strategy development
White paper preparation
RFP and funding guidelines development
External grant review
Grant/portfolio evaluation planning


Annual Giving Level Up to $500,000 $500,000 up to $3.5 million $3.5 million and above
Hourly Rate $120/hr $130/hr $140/hr

5% discount for half-day engagements (4 to 7 hrs); 10% discount for full-day engagements (8 hours); Custom project pricing available.

“I always learn something when Kate is at the table because her thoughtful queries provide useful insight and help advance discussions in really productive ways.”

Cyndi Soter O’Neil, ChildTrust Foundation

Whether you give or you’re givable, you want to make the difference that matters to you. We’re here to help.