Clarify your vision and goals
Act strategically in determining where and how you give
Establish organization and processes that will propel your vision forward
Inspire and engage younger family members

Philanthropic Advising

Tobi assists funders to create frameworks for giving, articulate their philosophy and strategy, and design infrastructure and processes to realize their goals. She helps experienced philanthropists assess and re-envision current goals and operations, and foundations that want to strengthen board functioning or are planning for generational transition. Specific services are determined and designed in consultation with clients to address their unique needs and circumstances.

• Articulate values and mission
• Define philanthropic interests and goals
• Design and implement grant-making processes
• Facilitate board consensus-building and decision-making
• Address sensitive interpersonal, intergenerational, organizational and board issues
• Prepare for and manage transition and succession
• Establish and nurture relationships with thought leaders in fields of interest, funding collaborators and beneficiaries
• Explore and facilitate community and philanthropic engagement opportunities