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Donor Intelligence & Advisory.

A continuous intelligence layer for donors who already have giving infrastructure (an in-house director, a family-office team, a long-standing relationship with a bundler) and want a disciplined view of the field they are operating inside.

You make the placements. We make sure you never make them blind.

The intelligence layer covers politically-aligned 501(c)(3) work (civic-engagement funds, redistricting foundations, voting-rights vehicles) whether routed through a family foundation, a donor-advised fund, or directly. Where appropriate, the engagement can be retained directly by the foundation or DAF.

An intelligence layer, on a cadence.

i.

Race monitoring.

Every competitive federal and statewide race, watched continuously. Trajectories, fundraising, organization, structural shifts: flagged when they matter, quiet when they don't.

ii.

Cycle briefings.

Quarterly written briefings tailored to your portfolio: where the cycle is, what has shifted, where capital is most efficient at this moment, where it will be next quarter.

iii.

Allocation review.

A standing review of your in-flight giving: what is on plan, what is drifting, where the next dollar should go. We are not the executor; we are the second set of eyes that any serious portfolio deserves.

iv.

Outcome tracking.

After every cycle, a full review: every placement, every outcome, every margin. Wins and losses both, so the next cycle starts from honest evidence.

v.

Standing access.

A direct line to a partner of the firm, on the timeline a serious decision deserves. Not a help desk; a counterpart.

vi.

The Method, applied.

Every brief, every flag, every allocation review is filtered through the patent-pending Scout Lunar Method. See the method →

Right for you if:

Not right for you if:

A flat monthly retainer between $2,500 and $12,500, set by the complexity of the portfolio you bring us, not the size of your giving. The fee holds steady across the cycle. It does not rise in presidential years.

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Where wealth meets purpose.

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