What’s happening
A donor-advised fund or private foundation is being established, and there is a desire to set it up with clarity and intention from the outset.

How Camino supports

• Define mission, values, and giving approach

• Draft bylaws and establish foundation governance structures

• Design board roles and decision-making processes

• Establish grantmaking criteria and systems

• Incorporate multi-generational participation

Result
A foundation or giving vehicle that is clear, functional, and built for long-term stewardship.

What’s happening
Different perspectives or levels of engagement are making it difficult to move forward cohesively.

How Camino supports

• Facilitate family meetings and retreats

• Lead values discovery across generations

• Support multi-generational philanthropy planning

• Engage and prepare next-generation participants

• Establish shared decision-making approaches

Result
Alignment that supports both continuity and forward movement across generations.

What’s happening
There is a desire to be more focused and intentional, but no clear direction for how to give effectively.

How Camino supports

• Lead philanthropic strategic planning

• Conduct issue-area research and opportunity mapping

• Define focus areas and priorities

• Build multi-year giving strategies

• Integrate perspectives across generations

Result
A clear, actionable strategy that guides decisions over time.

What’s happening
A board exists but lacks clarity, engagement, confidence, or shared understanding of its role.

How Camino supports

• Deliver board education sessions

• Clarify governance practices and expectations

• Facilitate board retreats and working sessions

• Prepare and onboard next-generation board members

• Support leadership transitions

Result
A board that operates with greater clarity, engagement, accountability, and continuity.

What’s happening
There is readiness to give, but limited time, systems, or internal capacity.

How Camino supports

• Source and vet nonprofit organizations

• Design grantmaking processes and workflows

• Manage grant pipelines and recommendations

• Provide administrative and fractional philanthropic support

• Build evaluation and reporting frameworks

Result
Consistent, well-executed giving without added operational burden.

What’s happening
A moment of change—such as a liquidity event, inheritance, or leadership transition—requires thoughtful direction.

How Camino supports

• Design post-liquidity philanthropic strategies

• Support charitable giving following a business sale or wealth event

• Guide legacy and succession planning

• Facilitate philanthropic resets or re-engagement

• Align philanthropy with broader wealth and estate planning

Result
Clarity and continuity through periods of transition.