Give, learn and govern with purpose, clarity, and confidence.
An independent and trusted guide, our bespoke services help generous people, families and organizations crystallize their ambitions, and strengthen the capacity and culture you need to make the difference you want to make.
Dr. Sharilyn Hale
C.Dir
Our values ground our work with you:
Purpose
Working purposefully to help you fulfill yours.
Discovery
Crafting pathways that are meaningful to you and matter to the world.
Wisdom
Helping you reflect on the right questions.
Our Approach
Watermark is discrete, independent and does not advocate for or represent any cause or organization, meaning we’re wholly focused on you and your philanthropic journey. We are paid based on a set fee, mutually agreed prior to work commencing, and never on commission or a percentage of charitable contributions.
Our methodology is robust, but our approach to each client is bespoke. Every Watermark engagement is crafted to enable your highest purposes to shine.
Discovery
There is no one else like you, or your family. We take the time to understand your motivations, aspirations, concerns, and the nuances of your circumstances, in order to help you identify priorities and inform the path forward.
Design
We craft customized approaches, strategies, initiatives or solutions to realize your objectives and realities.
Implementation
We don’t just tell you what to do, we can help you bring it to life; as you build and operationalize the practices and partnerships that will support your vision.
Evaluation
We are your accountability partner, for the commitments you make to self, family and community.