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MODERN IMPACT ADVISORY 

Overview

I advise philanthropists, foundations, wealth advisors, and nonprofit leaders navigating how to give, lead, and create impact with greater clarity and intention. Grounded in a cross-sector and diplomatic perspective, this work supports clients at moments where questions of identity, strategy, and influence become more pronounced. Rooted in alignment, I work to ensure how you give, lead, and communicate reflects what you are building.

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How I Work

I work at the intersection of philanthropy, narrative, engagement, and influence. Impact does not stand on its own; it is shaped by how it is understood, communicated, and experienced. I help leaders and organizations bring these elements into alignment, strengthening both the clarity of their work and its ability to resonate with others.

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Areas of Focus:

1. Philanthropic Strategy

 

Aligning values, giving, and long-term impact.

2. Leadership & Narrative

 

Clarifying how individuals and organizations articulate who they are and how they engage the world.

3. Narrative & Donor Engagement

 

Strengthening how impact is communicated: Shaping narratives that resonate, build trust, and support meaningful engagement.

How I Collaborate

Engagements are tailored and shaped by the needs of each client, often at moments of growth, transition, or increased visibility. This work may take the form of:

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  • Strategic advisory to philanthropists, foundations, and leadership teams 

  • Narrative and donor engagement support for nonprofit organizations

  • Advisory to wealth advisors and firms on integrating philanthropy into client conversations and legacy planning, including work through Benevolus Wealth

  • Cross-sector collaboration on initiatives, platforms, or partnerships

  • Thought partnership during moments of decision-making, positioning, or expansion

 

 

Collaborative Partners

I often collaborate with organizations, advisors, and institutions working at the intersection of philanthropy, business, and social impact.  This includes partnerships across nonprofit and foundation leadership, philanthropy and wealth advisory - including work with Benevolus Wealth - and cross-sector initiatives.

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Engagement

Advisory partnerships are selective and tailored.  If you are navigating questions of impact, identity, or how your work is communicated and understood, I welcome a conversation.

SIGNATURE PACKAGES & PARTNERSHIPS

impact takes time, intention, and partnership. These extended offerings provide deeper support for people, organizations, and communities committed to building what lasts.

For the Wealth Industry: 

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Benevolus Wealth 

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Outsourced Philanthropy + Marketing Solutions for the Wealth Industry

 

Benevolus Wealth empowers wealth advisors, RIAs (registered investment advisors), and wealth management firms with strategic, outsourced support in philanthropy, marketing, branding, and business development. Our expert team bridges the gap for firms that lack in-house resources, allowing you to elevate your client offerings and grow your business with confidence. 

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For Nonprofits: ​

 

PowerShift

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Many nonprofits do extraordinary work, but still feel invisible, fragmented, or underfunded. The real shift isn’t just stronger communications. It’s gaining clarity on what you stand for and aligning brand identity, governance, visibility, and donor engagement around that distinct point of view. Here are five questions every mission-driven organization should consider:

 

  • If your organization disappeared tomorrow, what gap would exist?

  • Does your organization have a clear Point of View that will inspire donors to invest in your future

  • Does your organization shape conversations in your field—or react to them?

  • When your board members talk about your organization, do they sound aligned, or do you hear five different versions of your mission?

  • When you talk about your organization’s impact, does it resonate with donors and funders?

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The result? A more coherent, fundable, and influential organization positioned for long-term growth and impact. PowerShift can help you achieve that goal.

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For Nonprofits: ​

 

Donor Engagement for Sustainability The Organizational Roadmap

 

Many organizations don’t need another toolkit; they need help making sense of a shifting landscape and deciding where to focus.

 

Unlike traditional fundraising consulting, this work looks at donors and funders together, helping organizations understand how relationships, motivations, and communications intersect, and where small, strategic changes can make the biggest difference.

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Through a guided, strategic process, the Roadmap helps nonprofits:

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  • Strengthen trust and relevance with current donors and funders.

  • Identify emerging opportunities for support based on real shifts in giving behavior.

  • Clarify engagement and communications priorities so effort aligns with impact and capacity.

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Designed for nonprofit executive directors, CFOs, and development and communications leads. 

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