Groundbreaking Strategies & Thoughtful Design 

Short & long-term strategic advising for philanthropic families & their enterprises, including private & corporate foundations, donor-advised funds, family offices, and other philanthropic vehicles.

Mission Driven

Philanthropic Family Enterprise Consulting

Anne White

Founder & Principal, M.Ed.

Executive & Philanthropic Leadership for 25+ years

Dedicated Board Experience

Extensive Leadership & Communication Training

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  • Mission, Vision, and Values Development

  • Multigenerational Philanthropic Planning

  • Family Governance & Shared Decision-Making

  • Next-Generation Engagement & Preparation

  • Legacy, Succession, and Continuity Planning

  • Individual & Family Coaching

  • Family Meeting, Retreats, and Facilitated Conversations

  • Navigation of Complex Family Dynamics & High-Stakes Decisions

  • Integration of Human, Intellectual, Social, Spiritual, and Financial Capital

Family Purpose, Governance, & Legacy

  • Grantmaking & Giving Strategy

  • Strategic Planning for Long-Term Impact

  • Private & Corporate Foundation Advising

  • Donor-Advised Fund Strategy

  • Family Office Philanthropic Advising

  • Funder Collaboratives & Strategic Partnerships

  • Community Engagement & Social Capital Building

  • Philanthropic Venture, Entrepreneurship, and Innovation

  • Impact Measurement, Learning & Adaptation

  • Convenings & Connect Leaders, Ideas, and Emerging Practices

Philanthropic Strategy, Collaboration, & Impact

  • Board Development, Recruitment, and Governance

  • Leadership Development for Philanthropic Practitioners

  • Organizational Capacity Building

  • Strategic Planning & Change Leadership

  • Innovative Program & Initiative Design

  • Partnership & Ecosystem Development

  • Facilitation of Board & Leadership Retreats

  • Research, Thought Leadership, and Knowledge Sharing

  • Reimagining Models of Philanthropy for Today’s Challenges

Leadership, Governance, & Innovative Design

Every Family and philanthropic enterprise is different. Our engagements are highly relational and tailored to each client’s history, aspirations, relationships, and evolving needs.

We bring warmth, discretion, strategic insight, and skilled facilitation to complex questions involving family, wealth, identity, legacy, and purpose, moving families from aspiration to alignment and from alignment to meaningful action.