BETTER GIVING
Philanthropic Consulting
Crafting an Impactfull Legacy
Too much giving happens on autopilot — a check written out of habit, not conviction. Our services help you pause, get clear on your core values, and identify the partners best equipped to drive the change you actually want to see — building relationships rooted in trust and respect with those closest to the challenges.
And it doesn't stop at giving well. With Helping Funders Fundraise, we equip you to share the story and raise resources for the causes you champion — moving you from funder to active partner in the movements you believe in.
Discover Your Philanthropic Vision
Giving Becomes Powerful when it Becomes Personal
Our consulting services guide you through a reflective process to identify:
Core Issues: The societal challenges you're most passionate about
Personal Connection: How your history and lived experience shape your giving
Philanthropic Personality: What motivates you, how involved you want to be, and how you feel about recognition
Joy in Giving: What "better giving" looks and feels like for you
A Compelling Pitch: How to move beyond giving to actively raising resources for the group or cause you champion
Strategic Giving Assessment & Planning
We provide comprehensive support to optimize your philanthropic strategy and maximize your impact:
Giving Inventory Analysis: Review your past giving to identify patterns, strengths, and opportunities for future alignment with your evolving vision.
Stakeholder Engagement: Facilitate discussions with family members, spouses, or board members to ensure a unified and effective approach to giving decisions.
Impact Measurement & Evaluation: Explore various theories of change, measures of impact, and evaluation methodologies to ensure your contributions create meaningful and sustainable results.
Community-Centric & Transparent Philanthropy
We champion a modern approach to giving that prioritizes the needs and expertise of recipient communities:
Ease of Access: Streamline the grant-making process for organizations, allowing them to focus on their vital work rather than burdensome applications and protocols.
Trust and Respect: Foster relationships built on transparency and mutual respect, recognizing the invaluable knowledge and experience of those on the front lines of social change.
Empowering Communities: Support initiatives that empower communities to define and implement their own solutions, ensuring your giving contributes to lasting positive change.
Beyond the Check: Expanding Your Philanthropic Toolkit
While financial contributions are vital, impactful philanthropy extends beyond monetary gifts. We help you explore and leverage a diverse range of resources to amplify your positive influence:
Skills-Based Volunteering: Identify opportunities to lend your professional expertise (e.g., legal, marketing, strategic planning) to non-profit organizations, providing invaluable capacity building.
Networking and Connections: Utilize your personal and professional networks to introduce organizations to potential donors, partners, or advocates, opening new doors for support.
Advocacy and Awareness: Use your voice and platform to raise awareness about critical issues and advocate for policies that support the causes you care about, driving systemic change.
Knowledge Sharing: Share insights, research, and best practices with organizations, contributing to a more informed and effective philanthropic ecosystem.
Philanthropic Research
We offer comprehensive research services to inform and refine your giving strategy:
Custom Research & Briefs: We undertake comprehensive research and content analysis of philanthropic issue areas, informing you about the work being done and the work still needed.
Nonprofit Vetting: We identify potential partners that align with your philanthropic vision.
Grantee Audits & Due Diligence: We conduct impact audits and provide thorough assessments of current and prospective grantees.
Philanthropic Roadmap Design: We can design a full-fledged philanthropic roadmap, complete with actionable milestones, to guide your long-term giving journey.
Prospect Mapping: We help you uncover prospective partners who could join your effort and make your dollars go further — and design a strategy to reach them with your message.
Working With Advisors
We seamlessly integrate with your existing advisory team to ensure a cohesive and effective philanthropic approach:
Collaboration with Financial & Family Office Teams: We connect with your financial advisors, family office teams, and other relevant professionals to ensure your philanthropic goals are aligned with your broader financial and legacy planning.
Optimizing Giving Vehicles: We provide advice on the effective use of various philanthropic vehicles, including Donor Advised Funds (DAFs), Charitable Remainder Trusts (CRTs), and other giving tools and strategies.
Community Foundation Guidance: We advise on how and when to utilize a Community Foundation to maximize your local impact.
Defining Philanthropic Scope: We help you understand the distinctions along the continuum between "Kitchen Table Philanthropy" (personal, family-centric giving) and "Board Room Philanthropy" (structured, institutionally-driven giving) to determine the approach best suited to your goals.
Want to get started Giving Better??