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Charity Investment Advisors

Philanthropic Advice

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Seismic offers customized philanthropic advisory services for clients with a wide range of beliefs and budgets. We lead short-term projects, and also provide ongoing support for foundations and families. Our team can serve as an efficient and effective alternative to hiring full-time staff. We partner with individuals, families, and institutions in the following ways to help them achieve greater impact with their charitable giving:

Developing or revitalizing giving strategies

Planning and facilitating board meetings and retreats

Clarifying values, mission, and goals to gain a clearer giving focus

Serving as a sounding board, and offering independent and objective advice

Conducting research and due diligence on giving opportunities

Identifying and connecting with other aligned funders and learning partners

Engaging and empowering next-generation family members

Reviewing grant proposals, and interacting with nonprofits to preserve funder anonymity

Seismic is here when your charitable giving requires outside perspective, when significant changes are taking place in your organization or family, or when your philanthropy needs more significant time and focus than you can provide.

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