Boutique Philanthropy Small firm with a national reach and a focus on philanthropy consulting presents a niche opportunity for scaled partnerships with mid to large grantmaking foundations seeking specialized advisory services.

Award Winning Advantage Multiple industry awards and recognition for philanthropy advisory can be leveraged to open conversations with prospective clients about credibility, success stories, and proven impact in fundraising and grantmaking strategy.

Council and Foundation Access A client roster featuring prominent foundations and regional funders signals strong access to decision makers; sales outreach can target similar grantmakers and philanthropic networks seeking expert guidance.

Global Excellence Leadership under Kris Putnam-Walkerly and international recognition position the firm to offer high-level strategic philanthropy services, potential for expanded service lines such as donor strategy, impact assessment, and fundraising optimization.

Technology Stack Utilize existing tech partnerships and digital presence (WordPress, analytics, cloud, payments) to propose scalable, data-driven fundraising and donor engagement solutions tailored to foundations and large grantmaking programs.