Connect with
Purpose

Together, anything is possible

Grant Philanthropic Advisors is an independent firm helping you to focus and maximize your philanthropy—in turn, strengthening the fabric of our communities.

Intro

Philanthropy at its best creates meaning, joy and legacy. Grant Philanthropic Advisors was founded in 2019 to help donors move from responsive patterns of giving by assisting clients to identify values and become more strategic in their philanthropy. Our goal is to help donors to become more effective as change-makers.

Finding consensus & understanding.

To foster the distinctly personal, human endeavor of philanthropy, Grant Philanthropic Advisors’ founder Kaky Grant is dedicated to assisting philanthropists to coalesce around values and giving priorities.

What matters to you? Let’s start there.

Just as you work to create success in other areas of your life, it makes sense to pursue philanthropy with planning and purpose. The question is, how best to give and to benefit the local, regional or global-reach causes and organizations that you admire—or have yet to discover.

How do you help to make the world a better, more resilient place? Grant Philanthropic Advisors is here to help you distill your values, define the mission of your giving, and take action.

We help individuals, families, family offices & foundations.

Discover

Discover and define personal and family values and priorities.

Strategize

Incorporate plans and strategy for more effective giving.

Develop

Develop a portfolio of philanthropy that is targeted and meaningful.

Evaluate

Evaluate opportunities and options to support nonprofit groups, causes and institutions.

We're different,
with purpose.

Grant Philanthropic Advisors offers concierge-style services for our clients. In addition to our special knowledge and expertise in the Carolinas, we are pleased to work in other geographic regions, too–guided by your dreams and goals.

Our range of services is flexible to meet you where you are with your philanthropy. We don’t manage donor assets, or add another layer of maintenance fees. Instead, we work with clients as an unbiased advisor, billing only when services are provided. Some clients may wish to meet monthly, quarterly, or a few times a year. It’s up to you.

Our services are customizable and may include:

On an as-needed-basis, Grant Philanthropic Advisors can help to evaluate grant proposals and donation requests, gather additional information on causes you care about, and coordinate with your other partners and professional advisors.

Learn More at News & Resources
Facilitation & Planning

Facilitating family discussions on philanthropy (to affirm values and strategy). Build understanding and awareness of values alignment and how to plan an actionable strategy behind these values. Skilled facilitation across multiple generations in a family will build consensus, bring clarity, and lead to action.

Research

Researching the philanthropic opportunities in a specific community or region, or an area of interest (ecology, health sciences, the arts, affordable housing, etc.)

Connect

Connecting clients to giving and volunteer opportunities that align with closely held values. Making introductions to like minded philanthropists and giving circles. Connecting clients with trends and education on the issues that matter most to them.

Evaluation

Information gathering with each individual involved in a family’s philanthropy to gain insights into their desire for impact. Provide an independent analysis of previous philanthropy and determine how that influences future giving. Building an understanding of effective philanthropy and how to be a supportive philanthropic partner.

Executive Search

We lead customized executive searches with giving families and their staff teams to build philanthropic capacity.  

Speaking

We partner with fellow advisors and those working in the philanthropic community to share trends in family philanthropy. We can also customize topics for advisors and their staff teams.

Establish & Educate

Educational offerings are tailored specifically to philanthropists’ and their advisors' desire to learn various topics tied to family governance and the philanthropic field. We also coach Foundation staff teams to build expertise and know-how.

Topics

About Kaky

Principal, Grant Philanthropic Advisors

It's the kind of life lesson that stays with you.

Kaky McGinness Grant’s grandmother in Tennessee was an avid volunteer into her 80s. “Make us ever mindful of the needs of others,” she’d say, and take young Kaky with her on some of her weekly visits to volunteer at a local nursing home.

After earning a degree in art history, Kaky began to find her way to her own passions for volunteering, as well as start to shape a career working with nonprofit organizations and donors. She began by fundraising for the Smithsonian National Zoo and The Field School, both in Washington, DC. For 15 years, she worked as a consultant for CapDev, a boutique consulting firm in North Carolina that helps nonprofit organizations develop capital campaign and major gift strategies.

In 2010, she moved to Charleston with her husband, Carter Grant, a Charlestonian whose law practice specializes in tax and estate planning.

Kaky created Grant Philanthropic Advisors in 2019 to provide a new option for individuals, families, family offices and foundations looking to cultivate deeper meaning and impact with their giving.

In Charleston, Kaky has served as the board president of the Children’s Museum of the Lowcountry and the local alumni chapter for Davidson College. She is currently a Trustee of Charleston Day School. Kaky earned her Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at Indiana University in 2023. She is a 21/64 Certified Advisor. And she finds new purpose in raising the Grant’s three children to involve them in volunteering and giving projects.

“I want to inspire them,” Kaky says, “Just as my grandmother did for me.”

Meet the Team

Darcy Addison

Partner and Advisor
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Darcy facilitates meaningful client relationships at GPA to help them maximize their impact and find joy in their philanthropy. She helps clients translate their passions into philanthropic strategy.

Darcy Addison brings more than 25 years in the philanthropic sector to GPA, having worked directly for nonprofits, family foundations, and as an advisor to individual philanthropists, families, and corporate giving programs. Darcy's expertise includes multi-generational and next-generation family philanthropy, as well as launching innovative philanthropic initiatives. Darcy is trained in group facilitation through 21/64, and earned her undergraduate degree from Northwestern University. In addition, Darcy holds an MBA focused on social impact and corporate responsibility from Loyola University Chicago, where she was a Baumhart Scholar. Darcy’s career began with a passion for the arts and has been guided by tikkun olam, the Jewish concept of repairing the world.

email: darcy@grantphilanthropy.com

Leslie Gross

Partner and Advisor
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Leslie partners with GPA clients, guiding them through the complexities of philanthropy. She takes great joy in helping philanthropists understand the challenges and opportunities within their giving strategy and then implementing effective plans. Her leadership roles in institutional philanthropy and multi-generation donor education provide clients with access to a global network of top practitioners, thought leaders, and subject matter experts.

A former Deputy Assistant Secretary at the U.S. Department of Homeland Security, Leslie served at the forefront of disaster response and recovery during Hurricane Sandy, the Syrian refugee crisis, and the Boston Marathon bombing. As a U.S. Senate Chief Counsel, she led investigations into global development funding that uncovered billions in waste and corruption. Leslie has since advised multi-generational wealth holders, family offices, and institutional foundations on governance, risk, and strategy—helping them design resilient giving vehicles, mobilize capital at scale, and strengthen democracy through cross-sector and cross-partisan collaboration.

email: leslie@grantphilanthropy.com

Porter Durham

Partner
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Porter serves in a Partner role with GPA, making strategic connections to potential clients and thought leaders in the philanthropic field. He also leverages his experience and that of the GPA team to best serve the needs of our diverse client portfolio.

Previously, Porter served as a Co-Founder, Managing Partner, and Counsel at Global Endowment Management. In addition, he served as Staff Counsel and Director of the Education Division of The Duke Endowment, as well as a Partner and Chairman of the Corporate and Securities Department at Baker Donelson law firm. He is currently chair of the board of the National Humanities Center and serves as a trustee of St. Andrews School, Delaware. He is the immediate past chair of the Duke Law School Board of Visitors and has served on the boards of the Charlotte Center for Legal Advocacy, The Oxford American Literary Project, Trinity Episcopal School, and Johnson C. Smith University. He graduated cum laude from Duke University and the Duke University School of Law.

email: porter@grantphilanthropy.com

Megan Oglesby

Advisor
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Megan Oglesby partners with GPA as an advisor to develop and lead Legacy in Motion, a business line designed to help families navigate the unique pressures of wealth by offering strategic guidance on managing generational legacies. Megan is deeply committed to sharing her story to inspire place-based impact and leadership among fellow changemakers.

Megan Oglesby is a third generation high-net-worth inheritor and community-driven leader with a focus on economic and community development in High Point, NC. She has championed initiatives in both the for-profit and nonprofit sectors to drive job creation, entrepreneurship and regional growth.

As Senior Advisor to the Earl and Kathryn Congdon Family Foundation, Megan plays a pivotal role in shaping impactful projects like Congdon Yards, a major downtown revitalization effort. She is also the Principal Investor and one of two majority female owners of Major League Soccer's Carolina Core FC, an MLS NEXT Pro team fostering regional pride and economic growth. Additionally, she’s a founding investor in WPSL Pro, a new second-division women’s soccer league.

email: megan@grantphilanthropy.com

Samantha Heerlein

Data Analyst
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Samantha is the Data Analyst for Grant Philanthropic Advisors. She joined the team in 2023. Samantha handles all of the data analytics and data management for clients. She loves to help GPA clients make informed decisions by providing a clear way to visualize how their giving aligns with their values, goals, and philanthropic strategy. Samantha is a certified Tableau Desktop Specialist and Alteryx Core Designer.

Samantha earned a bachelor's degree in Applied Math & Statistics and Economics in 2019 from Stony Brook University. Born and raised in New York, Samantha currently lives in the Lower Hudson Valley. In her free time, you can find her hiking with her dog or creating elaborate origami sculptures.

email: samantha@grantphilanthropy.com

Bella Conti

Client Services and Marketing Coordinator
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Bella joined Grant Philanthropic Advisors in 2024 and serves as the Client Services and Marketing Coordinator. She works primarily to enhance marketing efforts, operations and client relationships. Her experience in operations spans different fields, contributing to Bella’s soft skills and ability to work in harmony with others. Bella is passionate about spreading social good and is excited to see clients’ philanthropic goals come into fruition.

Originally from New Jersey, Bella’s time in the South began at the University of South Carolina, where she earned a bachelor’s degree in 2021. Since moving to Charleston in 2022, Bella has fostered an admiration for the history and sense of community found within the city. In her free time, you can find Bella at the beach or spending time with family and friends.

email: bella@grantphilanthropy.com

Helen Boatwright

Director of Operations and Finance
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Helen is the Director of Operations and Finance for Grant Philanthropic Advisors and has been with the firm since 2020. Helen brings a strategic approach to both financial oversight and organizational management. She keeps our GPA team in line and on their toes! Helen is motivated by our work as she is passionate about our community's needs and values the nonprofit sector's ability to think outside the box and create solutions that empower people.

Helen earned a bachelor's degree in 2007 from the College of Charleston. Her career has included a variety of roles and industries. She was a data analyst with Benefitfocus, a publicly traded company, for 2 years. Prior to her time at Benefitfocus, Helen honed her project coordination skills at Bishop Gadsden, a continuing care retirement community in Charleston, serving in the role of Resident Services Coordinator. She currently splits her time between GPA and Aging Life Care Charleston.

A native South Carolinian, Helen hails from Pawleys Island. In her free time, you can find Helen at the beach with a good book or enjoying time boating and sharks' teeth hunting with her husband and daughter.

email: helen@grantphilanthropy.com

Working With A Purpose: Our Core Values

Listening with compassion

We listen to families’ and individuals’ dreams for their philanthropy and the legacy they hope to create in the world. Our work drives to the essence of who our clients are and we listen with compassion. No two clients are the same; therefore our approach to serving each client is individualistic.

Strive for effectiveness

We design and help implement plans for our clients to reach their greatest effectiveness as philanthropists. We value a data driven approach; we encourage learning about community needs and issue area topics; and we urge clients to listen to community leaders on the front lines. All yield an effective decision making process.

Leading with Joy

We believe that joy fuels creativity and connection. We approach our work, our colleagues, and our clients with optimism, gratitude, and purpose. We create an environment where people feel energized to contribute, where successes are celebrated, and challenges are met with curiosity.

Guided by Integrity

We strive to do the right thing by our clients and our communities every time, even when no one is watching. We recognize that hiring a philanthropic advisor requires trust. We will honor your philanthropic mission and intent through our work.

Work in Collaboration

We work collaboratively with our clients and community partners to design the philanthropic and community impact our clients hope to achieve.

Embracing a Growth Mindset

We see every experience as a chance to learn and grow. By embracing a growth mindset, our team stays curious, open, and adaptable. We encourage our clients to ask good questions, take smart risks, and view challenges as opportunities for growth.

Give, Better

We believe that the world is at its best with thoughtful philanthropy. Our mission is to create and seek out values-driven, strategic and effective philanthropic opportunities on behalf of our clients. We look forward to working with you.

Newsletter -

Interested to learn more? Please join our mailing list for regular updates about opportunities and happenings in philanthropy, and special events for friends of Grant Philanthropic Advisors.

Contact -

P.O. Box 20122
Charleston, SC 29413