Private Philanthropic Advising

With over 30 years of experience working in the philanthropic sector and a Chartered Advisor in Philanthropy (CAP®) designation, I help my clients maximize their impact on the world. 

I demystify both nonprofit organizations and conversations around giving to enable clients to move their best intentions into meaningful action.  It is my goal that every client feel confident, and empowered through their philanthropy.

I am mission driven and committed to the nonprofit sector and all philanthropy can accomplish.  I have been a grantmaker, a grant writer, an entrepreneur for products and services for the nonprofit world,  a development professional, and a capacity-building coach both to nonprofit staff and board members. 

I spent a decade in the institutional foundation world and completed the Hull Fellowship with Philanthropy Southeast.  I have extensive training and practice in effective philanthropy. I am steeped in exempt-organization sector knowledge.  I am a former director at GuideStar (now GuideStar by Candid), the premier destination for information on nonprofits.  

Professional Designations

• Chartered Advisor in Philanthropy (CAP),  American College of Finance 
• Impact Philanthropy Advisor (IPA), Daylight Advisors
• Certified Advisor, 21/64
• Licensed Consultant, Standards for Excellence Institute 

Skills 

I am: 

• Expert at vetting nonprofit organizations and grantmaking.
• Connected to institutional foundations enabling clients to access the best thinking in their areas of interest.
• Expert in the structure, history, and evolution of the nonprofit sector.
• Experienced speaker, presenter, facilitator, and listener.
• Knowledgeable of DAFs, philanthropy networks, giving circles, and supporting organizations.
• Skilled at researching and drafting customized recommendations and progress reports.
• Trained to work with multigenerational family giving.