Enhancing a firm’s value proposition:
- Attract new clients through their passions
- Complement your role as trusted advisor
- Expand your offering and ability to service client philanthropic interests.
Integrating philanthropy into the client experience through:
- Relevant commentary on philanthropy topics for client communication
- Client/prospect events around philanthropy
- Collaborative donor experiences
- Educational roundtables on trends and attitudes towards giving.
Benefitting your clients by:
- Helping articulate a unique philanthropic vision
- Presenting, explaining and planning for charitable gifting vehicle options in collaboration with advisors
- Connecting donors to creative grantmaking approaches
- Working with grantee organizations to develop metrics to meet standards of transparency and impact
- Managing the administration of a private foundation and interacting with service providers.