Our approach:

Tailored, informed, adaptive, effective.

We are known for guiding ‘win-win’ investments that support both client and community goals

Specialties:

Designing and launching new philanthropic ventures

Coaching women philanthropists

Next gen engagement/ intergenerational giving

Crafting and executing philanthropic strategy

Designing and implementing grantmaking initiatives

Field Expertise

We are versatile and sophisticated generalists.

Our clients’ giving areas vary and span local, national and international geographies.

We have deep expertise in grantmaking and launching new ventures, and an extensive network of issue area experts that can be called upon as needed.

We have particular in-house expertise in the following fields of interest:

Human Services Capacity-Building Gender Equity and Women’s Leadership Family Philanthropy Jewish Nonprofits

Services:

*Guiding funders in developing and finetuning their vision, mission and strategy for giving

*Foundation management

*Family meeting facilitation

*Researching and vetting funding opportunities and nonprofits

*Drafting and executing gift agreements with nonprofits

*Making introductions to field leaders and potential philanthropic partners

*Engaging multiple generations of family stakeholders in giving

*Guiding and developing new donor ventures and partnerships

*Donor education around field needs and opportunities

*Tracking and measuring success and impact of donor giving

*Designing and implementing grantmaking initiatives

  • Elana's advice, organizational skills and follow through have been a great help to our family's foundation over the past 8 years.

    Michael Ziering, Ziering Family Foundation

  • Without a doubt, Elana is a tremendous asset to anyone in need of philanthropic consulting services.

    - Mindy Freedman, President and Founder, The SAM Initiative Giving Circle

  • Elana has been an outstanding philanthropic resource and advisor to our foundation, and I trust her completely.

    - Vanessa Bechtel, President and CEO, Ventura County Community Foundation

  • Elana has enhanced our work and supported us in becoming more strategic philanthropists.

    Marilyn, Philanthropist

  • Elana has brought professionalism and class, and makes warmth and caring a foundation for all interactions. I appreciate all she has done for our family.

    - David, Philanthropist

  • We have greatly enjoyed working with Elana and have appreciated her guidance and advice with our giving.

    Janet, Philanthropist