PHILANTHROPY ADVISORY SERVICES
Grantmaking and Social Impact Investment Strategies
Help foundations, corporations, and high net worth individuals create equitable, inclusive, and impactful grant making that aligns philanthropic capital through investment opportunities (i.e. program related investments (PRIs) and social impact funds) while maintaining strict confidentiality, especially for donors who prefer to remain anonymous.
Grantmaking:
Customized, personalized, and adaptable approach to meet the needs of philanthropic clients. Helping foundations and high net worth clients to identify, structure, and implement new grantmaking portfolios and social impact funding opportunities.
- Research and analyze issues to identify opportunities for greater impact.
- Establish opportunities for learning across areas of interest.
- Scan the field to introduce clients to peer funders.
- Create connections to potential grantees and impact investing opportunities.
- Facilitate meetings between philanthropic clients and experts to refine existing portfolios or create new strategies to better align with mission.
- Help clients articulate mission, vision, and theories of change tied to data driven strategies and measurable outcomes.
- Conduct due diligence on nonprofit for potential partnerships.
- Monitor and evaluate nonprofit performance and outcomes.
Social Impact Investments and Social Impact Funds:
Guiding foundations, corporations, and high net worth individuals (including family offices) to identify existing or create new social impact investment opportunities to help achieve philanthropic goals.
- Research best practices, identify fund managers, and assist in creating fund structures for rapid deployment of capital for triple bottom line returns around workforce housing, affordable housing, LGBTQ+ housing, loan guarantee funds, entrepreneurship and BIPOC business development.
- Fund Sourcing.
- Fund creation from start to finish (feasibility studies, establishing fund teams and fund structures.)