Services

Sherry Consulting offers customized advising to clients around the country and worldwide. Christine and her team provide services including:

  • Clarifying philanthropic goals, mission, vision, and values

  • Developing strategies for philanthropic giving for both early-stage and more advanced donors

  • Exploring targeted areas of strategic focus, including identifying emerging areas of giving and high-impact opportunities

  • Conducting due diligence, market research, and field scans

  • Developing grant guidelines and processes for approving and evaluating grants

  • Advising on board expansion and foundation governance

  • Facilitating board retreats 

We have advised and supported over two hundred philanthropic families. Our clients include a global mix of newer and more established family foundations and private donors. Each engagement is individually tailored to meet client needs. We also occasionally support select nonprofits with a variety of services, including on board governance, strategic planning, and targeted research.

Sample Engagements

Helping Donors Starting Their Philanthropic Journey

Our firm has deep expertise helping newer donors articulate a vision, learn about the field and issues, and start to engage in philanthropy at their own pace.

Supporting Philanthropic Growth

Sherry Consulting has also supported donors with considerable expertise to:

  • Expand their philanthropy given an increase in assets and/or time

  • Explore new areas of interest

  • Learn about social impact investing

  • Research new organizations to fund

Succession Planning and Family Governance

In addition, Sherry Consulting has advised philanthropic families who wish to:

  • Bring on the next generation of trustees

  • Educate younger family members about philanthropy

  • Develop a plan to integrate giving across families and generations

Research

Sherry Consulting engages collaborators connected to Stanford University and other institutions to provide research, analyses, and field scans on how to have the highest impact with your giving. Our research is bespoke and has covered a wide range of focus areas, such as entrepreneurship, climate change and the environment, international development, neuroscience, reproductive rights, civic engagement, civil rights, and trends in the nonprofit sector and the field of philanthropy. For more, see “Resources.”

We honor the confidentiality preferences of our clients and respect wishes to remain anonymous. References are available upon request.