Through facilitated family conversations, Lindsay helps you articulate what your foundation truly stands for — distilling values, lived experiences, and aspirations into a clear mission and vision that can guide decades of giving. This is the work that makes every grant decision easier.

Develop a disciplined, values-aligned grantmaking strategy — from defining focus areas and geographic priorities to setting grant size, cadence, and evaluation criteria. Rooted in best practices from one of the nation’s largest community foundations.

Rigorous, relationship-based evaluation of prospective grantees — financial health, leadership strength, program effectiveness, and alignment with your mission. Lindsay knows what strong nonprofits look like from the inside, and how to spot the difference.

Conduct meaningful site visits and follow-up conversations with funded nonprofits to assess how dollars were spent, what changed, and what comes next. Lindsay facilitates these conversations with the warmth and accountability that deepens long-term partnerships.

As a 21/64 Certified Trainer, Lindsay specializes in engaging the next generation of family philanthropists — creating structured conversations across generations that honor legacy while inviting fresh perspective. This work transforms foundations from single-generation projects into enduring family institutions.

Establish the policies, procedures, and rhythms that make a private foundation run well — from board structure and meeting cadence to grant cycles, conflict-of-interest policies, and reporting frameworks that keep your family aligned and your foundation compliant.