AREAS OF Philanthropic EXPERTISE
We provide a comprehensive set of services that range from traditional to “Wow, I didn’t know that was possible.”
SIGNATURE PHILANTHROPIC INITIATIVES
• Mission, Vision and Strategic Plan Development
• Building of Cause-Related Organizations
• Branding, Positioning, and Marketing
• Development of Websites, New Technologies, and Prizes
• Guiding Charitable Giving in Perpetuity
• Impact Measurement
• Preserving Donor Intent
• Avoiding Mission Drift
• Roadmapping Distribution Schedule
DEDICATED SERVICES
• Personal Client Advisor
• Budget Creation and Tracking
• Physical Office
• Funding Collaborations with Other Donors
• Coalition-Building
• Unique and Exclusive Experiences
• Family Philanthropy
• Artist, Athlete and Celebrity Engagement
• Negotiation of Naming Rights
• Professional Service Referrals
CHARITABLE VEHICLE MANAGMENT
• Strategic Planning
• Impact Measurement
• Staff Roles and Best Practices
• Board Development
• Succession Planning
GRANT MAKING
• Creation and Implementation
• Research and Due Diligence
• Grantee Coaching
• Impact Assessment
• Grant Reporting