Philanthropy is most powerful when it connects with one’s values, aspirations, and personal insights.  


That is why we start with you. 
We begin with a comprehensive assessment to help our clients identify build on the client’s own insights, experience, and knowledge, in creating and crystalizing a vision. We help uncover opportunities for impact that make the most of each client’s unique combination of interests, insights, strengths, and resources.  We partner with you through this unique approach:

Executive-level support

Every Upshot Advisor has CEO-level experience, with deep knowledge of the issues and a wide network of contacts, who help you navigate a rapidly changing and risky donor environment with the highest caliber due-diligence.

Experience on both sides of the grantee-donor relationship 

Having served as non-profit executives and as senior grantmakers, we provide a valuable perspective on what it means to do great grantmaking for both grantee and donor.  

Highly tailored services 

The hallmark of our work is integrity, confidentiality, and a close and supportive relationship with clients and grantees.  Every Upshot Advisor is a trained leadership coach.