PHILANTHROPISTS · FUNDERS · FOUNDATIONS
Turning generosity into
intentional impact.
We partner with individual philanthropists, families, foundations, and family offices to build giving strategies, governance structures, and frameworks that align your values with lasting results.
Our Expertise
STRATEGY + DIRECTION
Building the framework that guides everything else.
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Developing your philanthropic giving thesis and focus areas
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Portfolio approach and geographic strategy
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Aligning your values with your capital
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Philanthropic readiness assessment
FAMILY + GOVERNANCE
Turning shared wealth into shared purpose.
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Family values clarification and alignment conversations
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Multi-generational giving frameworks
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Foundation board governance and structure
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Next generation engagement and leadership development
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Family decision-making processes and policies
DUE DILLIGENCE + PORTFOLIO
Knowing your giving is actually working.
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Audit of current giving portfolio
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Organizational health and capacity assessment
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Impact alignment and concentration risk review
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Pre-gift due diligence before major or transformative gifts
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Reputational exposure assessment
GRANTMAKING + OPERATIONS
The systems that make giving run well.
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Grant process design from LOI to reporting
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Grantmaking criteria and decision frameworks
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Equitable and transparent grant systems
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Foundation staffing and operational support
LEGACY + TRANSITIONS
Leaving well is as important as giving well.
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Foundation sunset and spend-down strategy
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Responsible exit from long-term funding relationships
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Legacy documentation and intent preservation
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Transition planning for foundation leadership
PIVOT is impressive, highly professional, extremely responsive, and easy to work with. The firm guided an organization steeped in history and blind to how it was perceived to achieve a modern brand that resonates with a multitude of audiences outside of the organization. The magnitude of this feat cannot be understated.
Bret Hess, Executive Director of the Western Association of Agricultural Experiment Station Directors (agInnovation West)
