Our Services

Philanthropic Strategy & Legacy Planning: Vision-mapping & defining philanthropic priorities. Designing giving plans that integrate with wealth, exit, or estate plans. Multi-generation family engagement & governance. Personalized “philanthropy playbooks” for families and founders. Choosing the right giving vehicles:

• Donor-Advised Funds (DAFs)

• Charitable Trusts

• Private/Family Foundations

• Impact Funds 

Giving Circles
Join or start a collective giving group to pool resources and support causes close to your community.

Giving Coaching
One-on-one coaching to help you design a personal giving plan aligned with your values, roots, and desired impact. 

Diaspora Giving
Support for Latinos living in the US who want to give back to their country of origin or cultural community.

• Giving strategies and considerations.

• Connections to trusted nonprofits working in Latin America.

• Long-term impact planning from abroad. 

Giving Tools

• Free guidance for intentional giving.

• Community of Philanthropists.

• Learning and reflection workshops.

Fundraising Coaching
Personalized guidance for leaders and teams seeking to grow their fundraising knowledge, confidence, and results. 

Fundraising Strategy
Strategic planning tailored to your organization’s mission, donors, and long-term sustainability goals. 

Fundraising Tools: 

•  Free Guide for Nonprofits.

• Community of Latino Fundraisers.

• Self-paced and Live Learning Courses.

• Interactive Workshops.

Community Development
Sourcing and vetting grantees; matching your donations with initiatives that align with your purpose and address disparities in philanthropy.

Grantmaking Design
Designing and implementing place-based, culturally responsive programs rooted in community leadership, and structuring grant programs centered on equity, trust-building, and sustainability.

Risk Country Analysis
Political, social, and economic risk assessments across Latin American countries to support informed, secure funding decisions.

Partnerships
Facilitation of strategic collaborations among nonprofits, funders, and community stakeholders.