Philanthropy Advice

Philanthropic Strategy Development

Philanthropic Strategy Development

Philanthropic Strategy Development

Crafting tailored giving strategies aligned with family values and vision.
Identifying high-impact philanthropic opportunities.
Establishing clear goals for giving and measuring success.

Grant Making & Funding Strategy

Philanthropic Strategy Development

Philanthropic Strategy Development

Designing targeted grant making strategies.
Identifying and vetting charities and initiatives that align with family goals.
Structuring sustainable and impactful funding models (e.g., direct grants, trusts, DAFs, endowments)

Family Engagement & Governance

Philanthropic Strategy Development

Family Engagement & Governance

Facilitating family discussions on values, vision, and legacy.
Building a governance structure for managing philanthropy sustainably within and without the family.
Offering tools for involving multiple generations in philanthropy.

Impact Measurement & Reporting

Philanthropic Foundation Management

Family Engagement & Governance

Developing frameworks to assess the effectiveness of philanthropic initiatives.
Creating systems for regular reporting and feedback on progress.
Refining strategies based on data-driven insights.

Philanthropy Portfolio Management

Philanthropic Foundation Management

Philanthropic Foundation Management

Coordinating and managing the family’s philanthropic investments.
Diversifying philanthropic assets to maximise impact.
Aligning investments with charitable giving to create synergies.

Philanthropic Foundation Management

Philanthropic Foundation Management

Philanthropic Foundation Management

Advising on the creation and management of family foundations.
Ensuring compliance with legal and regulatory requirements.
Guiding governance, operational management, and strategic planning.