About Us

In an increasingly competitive nonprofit landscape, you want to maximize and scale impact, strengthen capacity, streamline operations and stay focused on your goals. We’re here to help you develop and efficiently execute your vision.. Our Professional Outsourced Philanthropic Solutions (POPS®) team provides a comprehensive suite of professional services aimed at solving many of the challenges nonprofits and philanthropists face. Think of our team as an extension of you, bringing efficiencies that complement your operations and set you up to thrive.

Drawing on the resources of more than attorneys, consultants, scientists, donor services coordinators, trust administrators, and other professionals in 13 offices in the United States and London, our professionals offer the right balance of strategic thinking and technical skill to effectively address your needs. Our diverse experience allows us to approach your most critical issues with holistic knowledge gleaned from years of working and training across a range of sectors. For example, when we consult on organizational strategy and impact, we rely on rigorous evidence-based approaches honed by our experience working in the life sciences and social sectors. And because of our on-the-ground experiences working in the financial services sector, we intimately understand the impact investment strategies available to support your vision. When we navigate regulatory and compliance issues, we draw upon a deep understanding of fundraising techniques, nonprofit and tax law.

Whether you are a charitable organization, an individual philanthropist or another advisor, we stand ready to provide you with the insight, tools, and hands-on service you need to achieve your goals. We help community organizations, private foundations, educational institutions, religious organizations, healthcare institutions, museums and arts organizations, and housing organizations on both a national and international scale. We also serve donor advised funds, financial advisors and individual donors. Our experience helping this varied client base means we can see all of the moving parts of the philanthropy sector to better address your strategic, management, operational, administrative and legal needs.

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Donor-Advised Fund Services

Helping financial services and charitable organizations manage their donor-advised funds operations.

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Strategy Consulting and Alliance Development

We provide strategy consulting and coalition building services to help develop, hone, and support your goals.

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Gift Management Services

We work collaboratively with your team to ensure a smooth, integrated solution for the prompt and efficient administration of charitable gifts.

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Foundation Management Services

Our diverse team of professionals and lawyers can handle issues ranging from governance to program management, monitoring and evaluation, along with administrative and compliance activities.

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State Regulatory Compliance

Our diverse team of professionals and lawyers can handle issues ranging from governance to program management, monitoring and evaluation, along with administrative and compliance activities.

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Team Leaders

Our team helps nonprofits with their most critical strategic, administrative and development challenges. Led by Andrew Grumet and Nicole Ribeiro, we have diverse expertise on business and legal matters regularly faced by nonprofit organizations.

Coordinators and Administrators

Donor services coordinators, philanthropic services coordinators, and fund administrators are at the core of our day-to-day operations, ensuring that we can ably meet the needs of each organization we support. Each of these individuals plays an important role in facilitating different aspects of charitable giving and foundation management.

Bree Dyer
Senior Donor Services Coordinator
Kaley Jacobs
Donor Services Coordinator
Erin McMullen
Philanthropic Services Coordinator