Services

inter-generational and family philanthropic planning, legacy, succession
development of inspired giving vision and social engagement strategy
facilitation of high-level meetings for family, allied giving or investment partners
research on sector, issue, organization or company due diligence
wealth management and family office support of impact investment strategies
guidance for structure, review and deployment of donor-advised funds, effective grant-making, Program Related Investments, or corporate giving programs
social (philanthropic and/or impact) portfolio review, design, oversight
monitoring measurable social returns on investments (SROI)
compliance support & reporting (B-Corps, GIIRS, IRIS, etc.)

impact assessment audits for philanthropic innovation and social capital initiatives
capacity building and business development for social ventures
private and social sector partnership building
professional mentorship & volunteer opportunities with social sector
facilitation of high-level meetings & networking events, round tables, conferences
corporate social responsibility program development, strategy, & integration
employee engagement and matched giving program guidance and support

Values In Action (VIA): leadership framework guided by Core Compass points: Inspiration, Intention, Integrity and Impact. VIA offers immersive expeditions, transformational leadership facilitation, training, workshops, coaching, and keynotes.
Executive Coaching: Global Momenta accepts a limited number of select clients for executive coaching & customized C-Suite leadership development.