I simplify giving for families and small foundations by creating smart systems and processes that help you manage your giving efficiently, find charities that match your values, and measure the impact of your generosity.

Family Philanthropies and
Donor Advised Funds

Nonprofit Organizations

I take the mystery out of budgeting, grant research, gift tables, program development, evaluation, and other planning tools that set your organization up for successful fundraising from foundations and individuals.

Services

Helping families and nonprofits simplify with
tailored systems and processes.

Services for Family Philanthropies & Donor-Advised Fund Holders

I help new and established donors give with clarity, confidence, and impact—using simple systems that make philanthropy joyful rather than overwhelming.

Services include:

• Values-based philanthropic strategy

• Creation of grantmaking processes (application, review, reporting)

• Charity research and due diligence

• Facilitated retreats and family alignment

• Impact measurement and learning plans

• Grant tracking and data systems (Foundant, Submittable, and other platforms)

Services for Small & Growing Nonprofits

I work with nonprofit leaders to build strong, sustainable organizations using practical tools, clear systems, and supportive coaching.

Services include:

• Strategic planning & organizational development

• Budget creation and financial dashboards

• Grant research and planning

• Fundraising plans and individual donor programs

• Program design, logic models, and evaluation

• Board governance, recruitment, and training

• Staff coaching, team-building, and leadership development

• Systems & process improvement (finance, HR, data, workflows)

Helping You Do Good

Who I Serve

I work with two groups who care deeply about their communities:
-family foundations and donor advised fund holders who want their giving to be intentional and effective, and
-small nonprofits working hard to strengthen their programs, people, and operations.

My Approach

I bring three decades of experience leading nonprofits, managing grants, building partnerships, and growing organizations from the ground up. My style is warm, practical, and impact-driven. I listen deeply, translate big ideas into actionable plans, and create systems that make giving easier.

For Donors

Giving should be joyful, strategic, and well-organized. I help donors clarify what they care about most, identify trustworthy organizations, and build simple grantmaking processes that generate real community benefit. Whether you’re just beginning your philanthropic journey or want more structure, I help you give with clarity and confidence. Pricing is by the hour or project-based, sliding scale based on average annual giving.

For Nonprofits

Running a small nonprofit is both inspiring and overwhelming. I support leaders with tools and guidance to strengthen operations, build financial stability, energize boards, design impactful programs, and raise the funds needed to grow. You don’t need to do everything alone—partnership makes the work lighter. Pricing is by the hour or project-based, sliding scale based on annual budget.

Why Clients Choose Me

My clients value my calm presence, strategic thinking, and ability to turn complexity into clarity. I understand nonprofits from the inside out. My experience as an executive director, development director, consultant, volunteer, board chair, and partner makes it possible for me to advise donors on effective giving and to advise nonprofits on effective operations, fundraising, and programs. I'll help you see the big picture, then dive in and make a plan for achieving the details to simply do good!

Find me on LinkedIn to learn more about my experience in the world of philanthropy and nonprofits.