Whether you are new to the world of philanthropy or a seasoned expert, Professionals in Philanthropy can work with you to maximize your charitable interests and goals. Below is an overview of some of the ways we work with various philanthropies:
- Community Foundations - We will serve as an extension to your philanthropic advisory services, providing your donors an array of services-everything from creating a personal/family charitable mission statement, to developing their own philanthropy plan and budget, to engaging their children in the world of charitable giving.
- Family Foundations or Individual Philanthropists - We will work with you or your family to develop a personal giving strategy that creates an enduring legacy and furthers your charitable interests.
- Companies of All Sizes - We will work with you to develop a cause marketing strategy or social responsibility program that complements your business purpose and ensures that your investments positively impact the community as well as your bottom line.
Professionals in Philanthropy is here to serve you and your unique needs. We are client centric and flexible, two of the hallmarks of our reputation; we develop both traditional and innovative solutions with clients and for clients, for any philanthropic activity.
Philanthropic Services for Community Foundations
Given our extensive experience working at and consulting with community foundations, Professionals in Philanthropy, LLC offers a vast array of services to our community foundation clients. Below is a highlight of some of these services:
- Establishment of new or affiliate community foundations
- The Community Foundation Total Review™
- Strategic advising
- Strategic planning and operational planning
- Outsourced philanthropic advising services
- Outsourced programmatic and grantmaking services
- Workshops on a variety of topics for your staff, board members, donors and nonprofit partners
- Community needs assessments or issue-specific needs assessments
- Facilitation of convenings, focus groups, external stakeholder interviews
- Infrastructure/best practices development
- Adherence to National Standards
Philanthropic Services for Family Foundations and Individuals
The core of our portfolio of services is our seasoned guidance on matters directly relating to funding causes that reflect your interests and values. Our strategic philanthropic advisory services include but are by no means limited to:
- Developing philanthropic vision, grantmaking program areas, eligibility criteria and guidelines;
- Creating grant application materials and grant reporting templates to track grant outcomes;
- Researching issues, strategies and institutions relevant to grantmaking programs;
- Conducting a thorough issue analysis for a potential area of funding, (e. g, education);
- Reviewing, evaluating and recommending proposals from prospective grantees;
- Performing all due diligence for potential grants, including:
- Confirmation of tax-exempt status;
- Assessing a potential beneficiary's financial stability, sound management and effective corporate governance; and
- Conducting site visits, research and evaluation
- Developing and presenting complete grantmaking program and dockets;
- Providing a mechanism for winnowing opportunities and identifying those most in keeping with donor's goals;
- Coordinating with other funders with similar goals to establish special projects or collaborative funds;
- Representing you or your foundation appropriately with nonprofits, grantmakers/donors, and other institutions;
- Evaluating outcomes and results of grants; and
- Conducting annual reviews of your foundation's programs and results and recommending amendments or improvements.
Philanthropic Services for Companies of All Sizes
Professionals in Philanthropy, LLC works with major corporations, small businesses and everything in between to help them find thoughtful and effective ways to add social impact to their business. Our team is skilled at creating and implementing corporate philanthropic and social responsibility programs with a particular focus on cause marketing that is aligned with the corporate culture, values and business objectives of our clients.
Designing and Refining Corporate Philanthropy Programs
For companies that are creating a new philanthropic initiative, or wish to revise a current strategy, Professionals in Philanthropy, LLC is skilled at:
- Designing creative philanthropic initiatives that reflect the values of the company;
- Conducting interviews of key stakeholders to determine corporate culture, values and goals;
- Conducting research on issues and trends, and interviewing opinion leaders, to determine strategic opportunities;
- Creating operating plans for corporate philanthropic or social responsibility programs, including governing structures; and,
- Monitoring and evaluating grants and current strategies.
Implementing and Strengthening Corporate Grantmaking Programs
Professionals in Philanthropy, LLC also offers services for corporations looking to implement and strengthen grantmaking programs. We can assist by:
- Writing grant guidelines and creating requests for proposals;
- Conducting all due diligence on potential grantees, including site visits;
- Screening and reviewing proposals, and making recommendations of potential grantees;
- Handling all correspondence and communication with grantees and potential grantees;
- Tracking and monitoring grants, and receiving reports on grantee progress;
- Preparing all board meeting materials and facilitating grant review meetings; and,
- Training staff, and providing learning opportunities.
