ADVENTUM IMPACT
Guiding families and their impact to new heights
"Life is either a daring adventure or nothing at all."
- Helen Keller
Adventum Impact has been an excellent guide for our family philanthropy – helping us think about our giving and how to make it impactful in our family and in the world. We’re also very thankful how Keith continues to provide valuable executive-level management services to our biggest grantee to help it be even more impactful.
Sherman and Cheryl Balch
Balch family philanthropy
For over seven years, Keith led and shaped our family foundation through his exceptional gifts and expertise. We benefited greatly from his wise counsel, heartfelt commitment, and faithful service. He was and remains a close friend and trusted counselor.
Dr. G. Walter Hansen
Rivendell Stewards' Trust
During the time Keith led our corporate philanthropy efforts, he expertly guided each of our various foundations - from start ups to well established ones. Keith guided us with wisdom, empathy, and professionalism. His emotional intelligence as a leader was incredibly valuable.
Sarah Lynch
Pacific Retirement Services
Your Trusted Partner in Impact
Family Governance and Next-Gen Coaching
Your family's wealth is much more than money. Working together effectively and mindfully to make a difference in the world can bring you together in a unique and special way.
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Discovering and refining your family's unique impact in the world.
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Navigating topics around wealth and its impact on your family.
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Succession planning and ongoing coaching for the next generation of your family enterprise.
Philanthropy Leadership and Management
Whether you give independently, through a private foundation or LLC, or through a donor-advised fund (DAF), we help you maximize the impact - in the world and in your family - of your generosity.
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Coordinating your unique philanthropic strategy and facilitating your family's engagement with funded organizations.
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Creating meaningful connection within your family through your philanthropy.
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Providing subject-matter expertise, and identifying best-in-class organizations.
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Due diligence and evaluation of your specific project(s).
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Leveraging impact investing as part of your philanthropic vision.
Closely-held Business Management Services
Within closely-held businesses or organizations, we get as actively involved in the entities as adds the most value.
We don't simply advise from the outside but become an active and trusted partner in fulfilling the organization's mission.
In our experience, we add the most value when providing executive leadership for a set period of time, or on-demand. We push forward your vision as insiders and collaborators.
“Each fresh peak ascended
teaches something.”
Sir Martin Conway
CONTACT
We work with adventurous families, individuals, and organizations that aspire to reach new heights in their impact.
If that's you, let's talk.
Phone
805.364.3190
1224 Coast Village Circle, Suite 11
Santa Barbara, CA 93108