Our Services

End-to-end grantmaking and giving programs — from charitable trusts and foundations awarding grants to health research fundraising and charitable crowdfunding.

Grantmaking, Trusts & Fundraising Portfolio

We operate the full spectrum of grantmaking and charitable fundraising programs our communities need to channel generosity into measurable impact.

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Grantmaking Trusts & Foundations

We administer charitable trusts, grantmaking foundations, and philanthropic trusts that award grants to qualified organizations and causes. Our grantmaking practice covers the full lifecycle of charitable giving, from trust establishment and funding strategy through grant evaluation, award, and post-grant stewardship. We ensure that every grant we award is not only compliant with trust purposes but also aligned with the greatest community impact.

  • Charitable trusts awarding grants to qualified organizations
  • Grantmaking foundations with defined charitable purposes
  • Philanthropic trusts awarding grants across causes
  • Grant application review and due diligence
  • Grant monitoring and outcome reporting
  • Trust administration and fiduciary stewardship
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Community & Corporate Foundations

We operate community foundations and corporate foundations that award grants, along with community chest fundraising organizations that pool local generosity for shared needs. Our community foundation practice connects local donors with local causes, while our corporate foundation programs help businesses channel philanthropy into structured, high-impact giving. Community chest fundraising unites entire communities behind priority needs.

  • Community foundations serving local and regional needs
  • Corporate foundations awarding grants on behalf of businesses
  • Community chest fundraising organizations
  • Donor-advised and designated fund administration
  • Local needs assessment and grant prioritization
  • Corporate philanthropy program design
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Educational & Scholarship Trusts

We administer educational trusts awarding grants, scholarship trusts, and united funds for colleges that expand access to learning and opportunity. Our educational giving practice combines rigorous selection criteria with genuine care for students, conducting grantmaking that is both fair and transformative. We help donors establish scholarship programs, help students access educational funding, and help colleges unite fundraising under common funds.

  • Educational trusts awarding grants for learning
  • Scholarship trusts and grantmaking charitable foundations
  • United funds for colleges and higher education
  • Scholarship application and selection processes
  • Educational grant compliance and renewal
  • Donor legacy and named scholarship programs

Religious & Faith-Based Trusts

We administer religious trusts awarding grants that support congregations, ministries, faith-based charities, and spiritually grounded community work. Our religious trust practice respects the distinct purposes and doctrines of faith communities while bringing professional stewardship to charitable administration. We ensure that faith-based grants are awarded and managed in accordance with both trust purposes and applicable charitable law.

  • Religious trusts awarding grants to faith-based causes
  • Support for congregations and ministry programs
  • Faith-based community outreach funding
  • Trustee services for religious endowments
  • Compliance with charitable trust regulations
  • Interfaith and ecumenical giving programs

Health & Disease Research Fundraising

We conduct disease awareness fundraising, disease research fundraising for causes such as cancer and heart disease, health research fundraising, and support voluntary health organizations. Our health fundraising practice mobilizes donors around the fight against disease, channeling contributions toward research, awareness, and patient support. We bring urgency, transparency, and heart to every health campaign we run.

  • Disease awareness fundraising organizations and campaigns
  • Disease research fundraising (e.g., cancer, heart)
  • Health research fundraising organizations
  • Voluntary health organization support programs
  • Research grant allocation and tracking
  • Awareness events and donor engagement campaigns
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Crowdfunding & Federated Giving

We conduct charitable fundraising and health research fundraising using crowdfunding platforms, and we operate federated charities and united fund councils that unite many donors behind shared causes. Our crowdfunding practice brings the reach and speed of digital platforms to charitable giving, while our federated giving programs coordinate workplace campaigns and united funds that maximize collective impact.

  • Charitable fundraising using crowdfunding platforms
  • Health research fundraising via crowdfunding
  • Federated charities and combined giving campaigns
  • United fund councils coordinating community giving
  • Campaign design, storytelling, and donor stewardship
  • Transparent fund distribution and reporting

The Elevation Framework

A five-phase methodology that ensures every program is grounded in genuine need, executed with integrity, and measured by real-world impact.

1
Assess

We assess community needs, identify priority causes, and define the impact goals that will guide each program.

2
Mobilize

We mobilize resources through trusts, foundations, fundraising campaigns, and crowdfunding platforms.

3
Award

We award grants through disciplined review and due diligence, ensuring funds reach qualified grantees.

4
Sustain

We sustain impact through stewardship, outcome measurement, and transparent reporting.

5
Evolve

We evolve each program, identifying opportunities to extend reach, deepen impact, and grow giving over time.

Need Grantmaking or Fundraising Expertise?

Every charitable cause is unique. Let's discuss how we can tailor our programs to your community's specific needs and goals.

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