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PHILANTHROPYGROUP.COM

Philanthropy Advisory Group – Philanthropic strategy and services

Philanthropy Advisory Group provides strategic advising and services to philanthropists. We offer private client services for foundations, trusts, families, and individual funders whether they are first establishing a foundation, encountering operational difficulties, planning for succession, or looking to make a greater impact with their grants.

http://www.philanthropygroup.com/

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Philanthropy Advisory Group – Philanthropic strategy and services | philanthropygroup.com Reviews
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Philanthropy Advisory Group provides strategic advising and services to philanthropists. We offer private client services for foundations, trusts, families, and individual funders whether they are first establishing a foundation, encountering operational difficulties, planning for succession, or looking to make a greater impact with their grants.
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Philanthropy Advisory Group – Philanthropic strategy and services | philanthropygroup.com Reviews

https://philanthropygroup.com

Philanthropy Advisory Group provides strategic advising and services to philanthropists. We offer private client services for foundations, trusts, families, and individual funders whether they are first establishing a foundation, encountering operational difficulties, planning for succession, or looking to make a greater impact with their grants.

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Philanthropy Advisory Group – Philanthropic strategy and services

http://www.philanthropygroup.com/clientphilosophy.html

We strive to help our clients achieve the societal impact and personal satisfaction that stems from effective philanthropy. We do this work mindful of the great privilege that we have to collaborate with funders who spend their time and resources advancing causes and helping people in need. We support our clients by offering them personal and customized services, practical deliverables, and discretion and confidentiality. Personal and Customized Services. We help our clients realistically match their res...

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Philanthropy Advisory Group – Philanthropic strategy and services

http://www.philanthropygroup.com/sitemap.html

3

Philanthropy Advisory Group – Philanthropic strategy and services

http://www.philanthropygroup.com/publications.html

Becoming a Strategic Philanthropist. Talking "Dollars and Sense". Developing a Strategic Grants Program. Key Tips for Starting a Foundation. Why Grant Agreements Matter.

4

Philanthropy Advisory Group – Philanthropic strategy and services

http://www.philanthropygroup.com/fundersintransition.html

Services for Funders In Transition. Services to ensure effective and efficient grantmaking and operations during certain foundation transitions, including:. An increase in board or advisory board members to include children/and or grandchildren or other relatives or non-relatives;. Staff transitions (including a transition to or away from family-led staff);. A major liquidity event or capital infusion that increases the Foundation’s corpus;. Assess and Adjust Grantmaking in Light of Transition Event.

5

Philanthropy Advisory Group – Philanthropic strategy and services

http://www.philanthropygroup.com/howwework.html

We typically use a three stage approach to begin our customized work with individual clients:. Stage One: Conduct Needs Assessment ( Listen ). Interview key stakeholders about their philanthropic experiences and goals. Review important legal and policy documents. Learn from other funders and experts participating in the funder’s program areas to ascertain areas for strategic engagement. Stage Two: Recommend Plan of Action ( Reflect and Suggest ). Compile the information gathered for the funder.

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