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MY EXPERTISE

I am a Philanthropoid – a person dedicated to working with philanthropic causes, a blend of “philanthropist” and “anthropoid” (the term was coined by Carnegie Corporation staff at the beginning of the 20th century). I’m specialised in private philanthropy. My job is to narrow the distance between the giver and the getter. I work with private donors and social impact investors (individuals or families) helping them grow their social impact ideas and making the best use of their philanthropic resources.

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FINDING THE RIGHT PATH

There are many options in the labyrinth of philanthropic choices and finding the right path can be challenging. Some of the key questions that funders need to respond to include:

  • Why give?
  • How to give?
  • When to give?
  • Where to give?
  • To give or to invest with impact?

Philanthropy advisory helps responding to these questions. It is all about helping funders to achieve the desired social impact goals. Advisors can help to select, design, plan and manage philanthropic activities in line with client’s personal preferences and according to existing social needs.

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My service portfolio

My service portfolio includes:<br /> • Donation guidance/coaching on how to give effectively<br /> • Designing philanthropic strategies – from idea to execution<br /> • Creating bespoke and innovative philanthropic solutions<br /> • Due-diligence and selection of effective grant-recipient organisations<br /> • Feasibility studies<br /> • Connecting with other donors or philanthropic networks<br /> • Training on strategic philanthropy.

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WORKING TOGETHER

There are many different forms of philanthropy advisory and while some of them are ad hoc and short-term, some others require longer-term engagement. Some of the typical philanthropy advisory services include:

  • Initial assessment – evaluation of philanthropic options
  • Formulating a personalised philanthropic strategy
  • Selection and structuring of a philanthropic vehicle
  • Development of a Theory of Change
  • Due diligence and selection of grantee organisations
  • Grant management
  • Monitoring and evaluation of philanthropic programmes
  • Philanthropic coaching
  • Project feasibility study
  • Courses, workshops, webinars on philanthropy

If you are considering to engage philanthropically but are not sure whether philanthropy advisory might be a good fit, feel free to contact us and have a chat.

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h17-img-5
h17-img-6

H3

MY EXPERTISE

I am a Philanthropoid – a person dedicated to working with philanthropic causes, a blend of “philanthropist” and “anthropoid” (the term was coined by Carnegie Corporation staff at the beginning of the 20th century). I’m specialised in private philanthropy. My job is to narrow the distance between the giver and the getter. I work with private donors and social impact investors (individuals or families) helping them grow their social impact ideas and making the best use of their philanthropic resources.

View Project

GRANT MANAGEMENT

For our clients with grant making budgets between €1M-10M/year, we offer the possibility to manage the entire grant making process, from sourcing, screening and analysis of potential grantees, to legal and financial management of the donation, as well as managing donor-grantee relations, impact tracking and reporting. 

To manage the grant portfolio we use a tailor-made and cloud-based technological grant management solution, which allows for streamlining workflows, managing the grant making process from proposal to approval, managing contacts and payments, as well as tracking and reporting on grants.

If you are looking for help in managing your portfolio of philanthropic grants, we would be happy to have a chat. Please feel free to contact us and schedule a call.

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Small changes can make powerful differences in the world - if you know what to change and how to change it.

C. Bronfman, J. Salomon