Services
Philanthropic advising tailored to your needs
Strategic Planning
I help the individual philanthropist or foundation board discover the values that will guide them on their giving journey. From there, we collaboratively develop a mission, vision, and strategic plan for how to go about affecting change in their chosen area. With this roadmap in hand, donors can act with confidence, knowing that they have a well-devised avenue to impact.
Research Aggregation
There is no simple way to have a large impact. Luckily, regardless of your area of interest, I can guide you towards a deeper understanding of the issues that concern you most. I can connect you with experts in an array of fields, and if we can’t find the right fit, I will be happy to produce a report for you.
Grants Management
Sometimes a discerning philanthropist wants to make a substantial impact, but knows that they simply don’t have the time in their busy life. In this circumstance, I will provide all necessary support, from grantee communications to deploying grants to impact evaluation. With the full-service philanthropic package, I make it easy for you to continue your life and still have the greatest impact possible.
Changing the philanthropic landscape one grant at a time
I can help you discover your most deeply-held values, which causes you are most passionate about, and exactly how to proceed forward on your path to the most impact possible. Good philanthropy is hard work. Coppice is here to help.
Who I Work With
New Donors
Recently inherited, had a wealth event, or simply want to start giving back? I will walk you through everything you need to know to start your journey to maximum impact.
Established Philanthropists
I offer a variety of services for the established philanthropist, starting with an impact analysis of your current grant making. From there, we can see if there are any obvious ways to achieve greater impact.
Family Foundations
Family Foundations are unique entities, and I can help navigate any relevant issues, from long-term strategic plan creation to next-generation board transition.