Philanthropy Solutions Group
Strategy | Stewardship | Impact
Welcome
to Our Site
Philanthropy Solutions Group is a boutique consultancy that helps individuals, families, and mission-driven organizations give with clarity, lead with intention, and achieve lasting impact.
We believe that philanthropy - when aligned with strategy and purpose - has the power to transform lives and strengthen communities. Whether you're shaping a family legacy, launching a new giving initiative, or building financial capacity for your organization, we provide the insight and partnership to help you go further.
At PSG, we don’t just offer advice - we help you build a roadmap for sustainable, values-driven change.
WHO
WE ARE
We are collaborators, strategists, and trusted advisors committed to helping our clients move from vision to action. At PSG, we begin every engagement by deeply understanding who you are - your values, your mission, and your goals.
We know that every client is different, which is why our approach is rooted in customization, trust, and empathy.
We work side-by-side with individuals, families, and nonprofit leaders to develop smart, actionable strategies that create real momentum. Because we know that lasting transformation doesn’t happen in isolation - it happens when we walk the path together.
Our Services
Services for Individuals & Families
We help individuals and families turn their philanthropic vision into meaningful action.
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Strategic Planning
We work closely with you to define your philanthropic vision, mission, and goals—building a roadmap that aligns your values with the change you want to see in the world. -
Grantmaking Strategy
From identifying potential grantees to crafting agreements and evaluating outcomes, we help you design a giving approach that is both strategic and impactful. -
Family Engagement
We facilitate thoughtful conversations across generations, helping families co-create a shared philanthropic purpose and navigate differing values and priorities. -
Foundation Management
We support the full lifecycle of a family foundation—from initial setup to governance, compliance, and operational oversight—ensuring you stay mission-focused and legally sound. -
Impact Investing
We help you explore ways to align your investment portfolio with your philanthropic priorities, driving both financial returns and social or environmental impact. -
Legacy Planning
We work with you to ensure your philanthropic legacy endures—offering guidance on estate planning, values-based bequests, and long-term giving strategies. -
Research & Due Diligence
We conduct thorough research and vetting of nonprofits and issue areas to help you make informed, effective giving decisions. -
Compliance & Governance
We help you navigate the legal, tax, and regulatory complexities of charitable giving, so you can focus on impact with peace of mind. -
Donor-Advised Funds (DAFs)
We provide guidance on setting up and managing DAFs to maximize flexibility, tax benefits, and mission alignment in your giving.
Services for Nonprofits & Mission-Driven Organizations
We equip nonprofit leaders and teams with the strategic tools, advisory support, and operational expertise needed to strengthen impact, grow revenue, and scale purpose.
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Strategic Planning
We guide organizations through values-driven planning processes that clarify vision, set measurable goals, and align internal resources to drive long-term impact and sustainability. -
Fundraising & Development Strategy
From major gifts to annual giving, we assess current fundraising capacity, identify new revenue opportunities, and design integrated development strategies that inspire donors and grow mission-critical support. -
Operational Systems & Infrastructure
We help streamline your internal operations—offering assessments, process improvements, and system design that increase efficiency, support staff, and enable scalable growth. -
Program & Event Strategy
We bring structure and clarity to your programmatic vision—shaping programs, events, and partnerships that deliver value, align with mission, and meet community needs. -
Revenue Generation & Monetization
We help mission-driven organizations explore earned revenue models, refine fee-for-service programs, and uncover untapped assets to diversify and grow income streams. -
Board Development & Governance
We partner with leadership to strengthen board engagement, structure, and accountability—through recruitment, governance coaching, and board retreats that build shared purpose and momentum. -
Marketing & Communications
We craft brand-aligned communications strategies that elevate your story, engage supporters, and amplify your voice—across digital, print, and event platforms.
About Us
J. Thomas Claffey
Presient and Chief Philanthropy Officer
With over 25 years of experience at the intersection of philanthropy, strategy, and mission, Philanthropy Solutions Group (PSG) has helped organizations and individuals achieve transformational impact and financial growth.
We’ve raised more than $200 million across sectors including health, education, senior living, and cancer research, leading efforts that have doubled endowments, tripled annual revenue, and powered award-winning capital campaigns.
Our work extends beyond institutions—we’ve also advised high-net-worth individuals and families in making six-, seven-, and eight-figure gifts that reflect their values and create lasting legacies. From donor-advised funds to family foundations, we help philanthropists give with clarity, confidence, and strategic purpose.
At PSG, we combine deep fundraising expertise with high-touch advisory services to help clients—both institutional and individual—move from vision to action, and from generosity to lasting change.
