Our Approach

As a full-service firm, we work directly with individuals, couples and multi-generational families, as well as foundations and corporations, be they new to philanthropy or already savvy and sophisticated. We’re also positioned to collaborate with or provide expert counsel to family offices, enterprise and wealth advisors, management consultants, and donor advised fund providers.

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.

Through our highly personalized discovery and design process, every engagement is crafted to support the best outcome for you.

Discovery
This includes individual interviews and conversations, and a review of relevant documents and materials. This allows us to better understand you and your family or organization, the nuances of your circumstances, aspirations, and areas of concern as well as opportunity. Distilling this information and mirroring it back to you for feedback allows us to probe assumptions, clarify gaps, and jointly identity priorities and next steps.
Design
This is your masterplan; an approach, initiative or solution that is customized to satisfy your objectives. This may be a new charitable program, an updated structure for your giving governance, a strategy to engage your next generation, or an educational/training experience.
Implement
Watermark has expertise to bring strategies to life. From in-person or virtual training and faciliation to representation, and communications and amplification efforts we can ensure you have the resources you need to act and make an impact.
Manage & Evaluate
We are also happy to explor providing ongoing management support where helpful. Evaluation of your past giving, or specific gifts.