Proudly serving families and private foundations
01.
This work helps families articulate the principles that guide their lives and decisions, individually and collectively. Through guided conversations and field-tested tools, we help families name what truly matters, identify areas of alignment or tension and create a shared foundation that informs future philanthropic choices.
02.
We work with families to translate values into a clear philanthropic vision and strategic focus. This includes defining purpose, priority areas and desired outcomes, ensuring that giving is intentional rather than reactive, and aligning action with the family’s broader goals and capacity.
03.
Engaging rising generations requires more than invitations to meetings. We help families create meaningful entry points for younger members, building confidence, understanding, and ownership over time, so philanthropy becomes a shared responsibility rather than an inherited obligation.
04.
Effective philanthropy depends on clear processes and shared understanding. We help families design governance structures and decision-making models that align with their values and recognize their complexity, supporting healthy dialogue, transparency and continuity across generations.
05.
True North supports families in selecting nonprofit partners and structuring grantmaking portfolios that reflect values and prioritize impact. We help families move beyond transactional giving toward deeper, more thoughtful engagement that balances trust, outcomes and learning.
06.
Meaningful impact often depends on strong, well-defined partnerships with nonprofit organizations. We help families frame clear expectations for their charitable relationships, clarifying purpose, roles and mutual accountability.