A.
Portfolio Design & Execution.
End-to-end. For donors who want one partner handling strategy, allocation, execution, and reporting — cycle after cycle.
See the engagement →End-to-end. For donors who want one partner handling strategy, allocation, execution, and reporting — cycle after cycle.
See the engagement →A continuous intelligence layer for donors who already have giving infrastructure — race monitoring, cycle briefings, allocation adjustments, outcome tracking.
See the engagement →Our work is a retainer. Fees are flat, set by portfolio complexity, and they do not rise in presidential years. Clients we serve well typically give $250,000 or more in a two-year cycle — often materially more.
Retainers begin at $2,500 a month and extend to $12,500, depending on the scope of the engagement. We do not scale our fee with the size of your giving, because the work is the work. We scale it with the complexity of what you are asking us to do.
$2,500–$12,500
Per month · flat across the cycle
$250,000+
Typical client giving · two-year cycle
Political giving works best in the open. Our default is documented, named, and reported back — to the client, and through the public record where it belongs.
Where a client has a legitimate reason for privacy in a given placement — a pending business matter, a security concern, a family decision — we structure accordingly, and we say so plainly in the engagement letter. Transparency is the posture. Privacy is the exception, not the product.
We file all California FPPC Forms 461 and 497 on behalf of our clients. The compliance work that comes with serious giving is not separate from the engagement; it is part of it.
Scout Lunar is the first donor-advisory firm participating in California's CARS Third-Party Software Vendor program — the State's modernized campaign finance disclosure system.
A patent-pending cross-source intelligence methodology, applied to every engagement. See the method →
Begin a conversation. We read every inquiry personally. Expect a reply within two business days.
Begin a conversation