Family Wealth Transitions

Change is not always easy, but it’s a lot easier when it is planned.  Planning how your wealth transitions to future generations requires careful thought, and this process creates opportunities for families to deepen their relationships.  We work with families to clarify objectives, understand challenges and craft solutions to address their needs.  Doing this requires a respect and appreciation for all those involved.  Our goal is to simplify as much as possible and clarify to create understanding.

Philanthropy Advising

Having enough money to support causes you care about is a privilege.  However, making sure your contributions have the maximum possible positive impact can be challenging.  At Opus Philanthropy Advisors, we help you create meaningful change in the world by helping you clearly define your philanthropic goals,.  And we work with you to target and structure your giving to make the greatest possible difference. Click here to learn more.

Strategic Planning

To maximize your organization’s effectiveness, you need all board and staff to understand the organization’s goals, and how/when you will achieve them. Working with organizational leadership and staff, we help clients create a plan that is dynamic, builds on what is already working well and corrects what is not, and ensures that progress can be measured and goals met.

Leadership Development

Organization’s needs are constantly changing. Therefore, so are the skills needed for organizations to excel. We provide coaching and strategic counseling services to our clients and their leadership as those needs shift.

Project Management

We provide additional capacity for our clients by enabling them to launch new initiatives, maintain momentum during staff transitions, and support existing programs.  Our team becomes an extension of yours and gives you seasoned knowledge and expertise without adding permanent overhead costs.

Board Governance

The value of a strong, active board cannot be over-estimated. It is critical that an organization actively monitor the Board’s contribution and effectiveness, and have strategies in place to insure that the Board’s leadership is both visionary and pragmatic. We work with our clients on all aspects of Board Governance, including bylaw development, Board skills assessment, Board recruitment, new Board member orientation, and meeting effectiveness.

Program Evaluation

Are your outreach efforts meeting your expectations? Are you concerned about losing momentum in your campaign? How is your target audience reacting to your outreach efforts? We enable you to understand the effectiveness of your work, modify the plan as necessary and maximize your results. We do that by helping you define expectations/goals for every aspect of your campaign/ongoing fundraising efforts and install systematic monitoring thereof.