We assist individuals and families in achieving their philanthropic objectives, whether they are taking their first steps in giving or already have an established foundation.
Strategic Planning
- Mission and vision articulation and development
- Operational excellence in systems and milestones
- Risk mitigation to future-proof your plan
Board Advancement
- Development and training
- Meeting and retreat facilitation
- Succession planning
Philanthropy Opportunity Evaluation
- Design of application process
- Establishment of evaluation criteria
- Process leadership guidance
“I was facing a crossroads as to my “next.” Kelly’s coaching was like a beacon in a sea of confusion, helping me stay on track and focused on what really mattered to me. She was instrumental in helping me avoid what I now know would have been choices that would have taken me off course.
Her guidance helped me get clear about the direction of my business and map out a plan that’s given me more clarity than I’ve ever had and confidence in moving forward. For anyone experiencing their own crossroads, or who feels stuck, I cannot recommend Kelly enough to help you get unstuck and gain momentum.“
– Tania Brown
Financial Coach and Business Owner
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