Our services
Our values and lived experiences shape how we view our world and the impact we wish to have through our giving. Which is why, at Compass Consulting, we tailor all of our service offerings based on your unique needs.
Services can be combined or expanded upon depending on what's needed to place you on a path toward effective giving and meaningful connection with the causes you care most about.
Customized Giving Strategies
We seek to understand your unique values, interests and desired impact, and tailor a giving strategy that allows you to actuate those values in real time, adjusting course as needed. The result: a customized giving plan that incorporates strategies, metrics and goals to help you foster the positive change you wish to see in your community and world.
Alignment and Flow
Purposeful giving relies on understanding the values that inspire and guide your generosity and the goals you aim to reach. Our 'alignment and flow' process helps you, your family, your business, or your organization identify and clarify your 'why,' ensuring that your 'how' follows seamlessly. The result: a more meaningful and effective giving experience.
Impact Assessment
How do you know your giving is truly moving the needle on the causes you care about? We can help develop methodologies to measure the social and environmental impact of your charitable gifts. Using data and metrics to provide you with insights that enable you to give effectively, with confidence that you are making a difference.
Back Office Support
You have a clear vision for your philanthropic goals and giving strategies, but could use some extra support in researching and identifying grantee partners, enhancing engagement with existing ones, managing grant cycles and processes, or facilitating meetings. Let us take care of the behind-the-scenes work, so you can focus on what truly matters: creating a better tomorrow through your giving.
Meeting Facilitation & Workshops
All of us are products of our lived experiences and environments. Those born into different generations naturally have different lenses with which they view the world. We work with your family, organization or business to help you better understand, learn from, and work with each other via meeting facilitation and workshops designed to foster collaboration, connectedness and more effective giving strategies.
Collaboration & Connection
Our giving is amplified when we leverage our skills, knowledge and resources with others. We specialize in fostering connection with the goal of achieving greater, more enduring benefits for the causes you care about. Whether it's social impact investing, education and learning, multi-year giving or nonprofit engagement, we can amplify your giving through partnership with others and the community you love.
Donor Engagement & Education
Connection is a byproduct of giving—whether it's connection to ourselves, others, or our community. Our relational approach to giving can help you better connect with your clients, nonprofit partners, colleagues or family members through education, storytelling and developing the infrastructure needed to deepen your relationships and build partners in your work.
Training & Coaching
Two decades of professional experience and training has nurtured a nuanced understanding of how to build partnerships that facilitate effective, sustainable giving. Whether we're navigating contemporary philanthropic trends and tools, managing family dynamics, providing strategic grant guidance, or developing philanthropic services and engaging with donors and funders, our team has the expertise you need to get it right the first time.
We love working with individuals on bespoke projects; if we haven't articulated what you're looking for, we'd still love to hear your idea! Together we can discuss just how it can come to life.
Who We Serve
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At Compass Consulting, we partner with a diverse range of individuals, families, foundations, and businesses. Our goal is to support our clients in fulfilling their giving goals and making a positive impact in their communities.
How We Work
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Our approach is collaborative, results-oriented, and customized to the needs of each client. We are experts in crafting practical solutions that drive sustainable change—helping generous people and institutions enhance their ability to fulfill their purpose.
Why Compass Consulting
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When you choose Compass Consulting, you gain a trusted partner dedicated to your success. With over 18 years of experience, we offer innovative ideas, actionable insights, and a deep commitment to our clients' objectives. Together, we can create lasting, positive change.