Billions are wasted on ineffective philanthropy. Philanthropy is decades behind business in applying rigorous thinking to the use of money.
— — Dr. Michael Porter, Harvard Business School

FINANCIAL & LEGAL PROFESSIONALS

If you are a CPA, financial planner, estate attorney or service provider who needs advisement on how to speak to your clients about their philanthropy, we can help! 

We provide training and advisement to financial and legal professionals, and their clients. We'll work collaboratively with you, your team and your clients to design a philanthropic strategies to include in their financial and estate plans.  

CAUSE EXPLORATION

  • Assessment of Past Giving
  • Vision & Values Assessment 
  • Skills & Resources Evaluation
  • Engagement Assessment
  • Defining Charitable Goals
  • Philanthropic Vision/Donor Legacy Statements
  • Goal/Metric Setting

FINDING AN IDEAL CAUSE

  • Issue Exploration/ Landscape / Stakeholder Analysis
    • Issue briefing / Salons
  • Mission Matching
  • Non-Profit Evaluation (Qualitative & Quantitative Analysis)
    • Program, financial, reputational and impact assessment
  • Site Visits / Field Trips / Events / Conferences
  • Network Building / Strategic Relationship Management

PHILANTHROPIC STRATEGY

  • Personal/Family Giving plans
  • Joint Consultation with Financial Advising/ Legal Team
  • Advisement on Direct Giving, Starting a Nonprofit or Foundation
  • Advisory Board Development
  • Manage Incoming Fundraising Requests/Appeals
     

IMPACT: MONITORING & EVALUATION

  • Grantee Communication
  • Grantee Evaluation, Monitoring and ROI analysis (Qualitative & Quantitative Analysis) 
  • Giving plan/strategy evaluation
  • Impact Storytelling/Communications Strategy

     

Contact us to learn more.  


CORPORATE & Personal PHILANTHROPY 

Don't forget about your own philanthropy.  
We can help your firm build a reputation in your community
& your family build a legacy through charity.