Evaluating Social Impact With the Rigor It Deserves

Our role is to ensure that every dollar our clients direct toward social impact is guided by evidence, strategy, and a deep understanding of what it means for an organization to be both effective and trustworthy.

To that end, we have developed a proprietary six-pillar evaluation framework applied to every nonprofit we recommend. The framework does not privilege reputation or name recognition; it interrogates organizational performance at the level of structure, culture, outcomes, and mission coherence.

Our Six Pillar Framework

  • The most important part of our process is ensuring that we align our clients’ values, philanthropic goals, and vision for a better world with the organizations and impact opportunities that we recommend. What matters most to you, matters to us. 

  • We confirm that an organization is legitimate, transparent, and accountable by cross-referencing independent watchdogs, including:

    • BBB Giving Wise

    • Candid (Guidestar)

    • Charity Navigator

    • Give Well

    • Great Nonprofits

    • Secretary of State Registry of Nonprofits

  • More than just a compelling sentiment, we evaluate whether an organization's mission is clearly defined, consistently communicated across its work, and genuinely reflected in its programming and theory of change.

  • We hold every organization to a high standard of evidence, evaluating whether it can demonstrate meaningful outcomes through measurement, program design, community and staff feedback, and scalability.

  • We conduct a thorough review of financial health, governance structures, and organizational resilience, examining how an organization sustains itself, manages risk, and maintains appropriate oversight over time.

  • We assess representation at every level: compensation equity, accountability culture, and how community voice is incorporated into programming, because the most effective organizations genuinely reflect the communities they serve.

Our Process

Purposeful giving is not a single decision, it is an ongoing practice. Our process is designed to reflect that. From the first conversation to the years that follow, we work alongside our clients as their philanthropic vision evolves, their relationships deepen, and their impact grows.

I. Discovery

We want to understand what drives your generosity: the causes that move you, the communities you care about, the kind of change you want to be part of, and the legacy you want to build.

II. Evaluation

With a clear picture of your priorities, we conduct rigorous due diligence on the organizations and initiatives best positioned to bring that vision to life, and where your investment will make the most meaningful impact.

III. Partnership

We make the introductions and help you step into each relationship with clarity. We remain active partners, monitoring your portfolio, tracking performance, and identifying new opportunities as they emerge.

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