Core services

Counsel for consequential moments.

Our work brings priorities, relationships, and opportunity into clearer alignment—then turns that clarity into a practical path forward.

01

Philanthropic Advising

Goldsmith & Company helps donors, families, and foundations become more intentional, strategic, and effective in their giving. We work with clients to clarify the change they hope to advance, define philanthropic priorities, identify strong nonprofit partners, structure thoughtful grants and partnerships, and understand how their giving is contributing to meaningful impact.

This may include:

  • Philanthropic vision and values clarification
  • Charitable mission statement development
  • Grantmaking strategy and priority-setting
  • Nonprofit partner identification and assessment
  • Client-grantee relationship support
  • Grant structure, reporting expectations, and learning tools
  • Annual review of progress, impact, and future priorities
02

Fundraising Strategy

Strategic counsel for nonprofit leaders seeking to clarify their case, strengthen funder and donor conversations, build more disciplined pipelines, and turn organizational priorities into actionable fundraising plans.

This may include:

  • Case for support development
  • Funder and donor positioning
  • Foundation, major donor, and institutional giving strategy
  • Pipeline review and opportunity mapping
  • Executive and board preparation for cultivation and solicitation
03

Campaign & Growth Planning

Campaign and growth planning that helps leaders assess readiness, sharpen the case for support, align board and staff roles, and move from ambition to a practical path for action.

This may include:

  • Campaign readiness assessment
  • Goal and timeline development
  • Board and leadership role clarity
  • Donor audience mapping
  • Solicitation strategy and implementation planning
04

Organizational & Funder Readiness

A practical review of organizational strengths, gaps, funder readiness, leadership alignment, and partnership opportunities—with clear recommendations for what to strengthen next.

This may include:

  • Program and initiative positioning
  • Organizational capacity review
  • Funder-readiness assessment
  • Budget/request structure
  • Recommendations for stronger funder, donor, and partner engagement

How we work

A thoughtful process.
Practical results.

1

Listen Carefully

We begin by understanding your mission, priorities, relationships, constraints, and ambitions.

2

Clarify the Opportunity

Together, we identify what is strongest, what is missing, and what needs to be clearer for funders, donors, partners, or boards.

3

Shape the Strategy

We develop a practical plan that connects goals, audiences, relationships, messaging, timing, and next steps.

4

Prepare for Action

We help leaders move from strategy to implementation—with stronger cases, clearer conversations, and more disciplined follow-through.

What comes next

Let’s talk about what comes next.

Whether you are shaping a new initiative, strengthening fundraising, clarifying philanthropic priorities, or preparing for a major donor or funder conversation, Goldsmith & Company can help you move from possibility to practical action.

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