1.
Defining a vision: the “why” and “what”
to give
- Identification of best philanthropic vehicle to meet donor’s
goals.
- Assistance in identifying legal, accounting, and investment
expertise.
- Development of mission statement, strategy, grant guidelines
compatible with donor’s goals.
- Development of policy papers to assist donors in specific field
of interest, including national and international initiatives
of other funders.
- Case histories of effective grant-making and information on
best practices.
- Facilitation of family dialogues, often intergenerational.
- Identification of the most suitable grantees that are responsive
to the donor’s interests and to their deeply held philanthropic
goals and values.
- Organization of a range of educational activities to acquaint
donors with critical issues.
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