Professional Partners

Professional partners are members of Philanthropy Ohio who partner with and serve the philanthropic community in a variety of consulting roles. Please consider these organizations to meet your needs.

Full-service consulting firm providing fundraising, board governance, strategic planning and executive search services to nonprofits
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Nonprofit consulting services in fundraising, philanthropy, volunteer leadership, leadership development, talent management and executive transition
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Business succession planning & wealth management, corporate & securities, executive compensation, intellectual property, labor & employment, litigation, public finance and public law
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CPAs and business consultants offering expertise in audit, tax, benefit plan consulting, risk management, forensics and litigation support, valuation and transaction services
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Independent institutional and wealth advisory services
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Fundraising consulting on metrics, talent and resource management, major gift and campaign plans, resource allocation, growth opportunities and trends
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Simple yet powerful nonprofit collaboration software built for teams, boards, committees and task forces.
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Strengthens the social sector by gathering and analyzing data to increase philanthropy’s ability to improve the world.
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Independent, full-service investment advisory firm that serves institutions, nonprofits and financial advisors.
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Independent investment and wealth management firm serving individuals, families, family offices, institutions, endowments and foundations


Independent, objective and thoughtful investment consulting firm providing solutions tailored to your investment needs and objectives.
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Accounting & assurance, nonprofit consulting services, strategic planning, succession planning, internal controls, review & implementation
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IFF strengthens nonprofits and the communities they serve by providing access to a range of financing tools, real estate consulting, and research expertise.
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Aspiring to maximize the power of giving, Ignite Philanthropy works with private donors and non-profit organizations to leverage their resources and ideas to achieve greater impact in the communities they serve. Our mission is to connect people, ideas and capital to fuel community solutions.
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Legacy Strategic Asset Management is a full-service investment consulting firm helping institutions achieve their mission and goals.


Mason Investment Advisory Services, Inc. provides discretionary (OCIO) and non-discretionary investment consulting services to foundations and endowments nationwide.
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A full service organizational development and research firm devoted to partnering with social sector organizations to help them gather and use the right data to change actions, outcomes and lives
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The Iles Schropp Global Institutional Consulting Group within Bank of America Merrill Lynch, focuses on serving institutions by providing a breadth of solutions with premier customer service to assist them in pursuing their goals.


Supporting individuals and organizations through leadership coaching and strategic planning


PFM Asset Management LLC offers multi-asset class portfolio management, a comprehensive investment solution that provides asset allocation, manager research, and a broad range of portfolios and investment strategies for foundations to develop comprehensive investment programs that are cost-effective and customized to their unique missions.
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Consulting grantmakers on planning, programs and evaluations
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An independently owned investment management and private wealth advisory firm, serving clients nationwide
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