areas of expertise

corporate consulting

In the corporate setting, we collaboratively develop philanthropic and community involvement vision and implementation for companies that need to have a strategic focus in this arena. 3PM will work with you to assess needs, build strategy and execution plans, and create the framework for measuring stakeholder return on investment. Importantly, 3PM’s process is to work within the existing infrastructure of your organization.

not-for-profit consulting

In the not-for-profit setting, 3PM brings a wealth of executive business experience to work with your senior leaders and board of directors to collaboratively fulfill your vision. We conduct board retreats and coach operations executives, we can help with governance and fundraising strategies, and we can provide independent advice on issues as they arise.

individual & family foundation

In the individual and family foundation setting, 3PM works with its clients to jointly develop individual philanthropic wealth management strategies in consultation with your existing advisory team of investment dealers, attorneys and accountants. We can help you demystify the charitable world by understanding your mission and values, and helping you source organizations that fit with your vision of how and where you’d like to leave your mark.