Professionals IN Philanthropy, LLC
 


Whether you are new to the world of philanthropy or a seasoned pro, Professionals in Philanthropy can help you with your unique needs. Below are some of the services we offer to philanthropists of all shapes and sizes:

Strategic Planning Identification and Analysis of Community Needs & Resources
Customized Training & Workshops Needs Assessments on Issues or Areas of Interest to You
Facilitation Family Philanthropy Services
Philanthropy Assessment, Analysis & Recommendations  

 

Below are more details on our variety of customized services:

  • Helping develop or clarify/refine a vision and mission for your philanthropy (and ensuring it is aligned with your overall goals and strategic direction)

  • Working with you to craft a strategic giving plan that includes long- and short-term goals as well as measurable outcomes to ensure forward momentum and progress

  • Coordinating with your legal and financial advisors as needed to determine the appropriate giving vehicle to meet your charitable interests and financial needs

  • Assisting you in the development of infrastructure, processes, and template forms that can streamline your giving and ensure consistency in the information you receive from non-profits; some of the tools we develop in partnership with you include grant guidelines, grant applications, grant evaluation forms, etc.

  • Identifying and implementing unique ways to involve your children, other family members, your colleagues and employees

  • Researching specific areas of interest to you

  • Conducting needs assessments (or gathering and compiling information already produced on your topic of interest, in order to avoid duplication of other efforts)

  • Identifying non-profits aligned with your charitable interests

  • Providing training on how to review grants and make funding decisions that will lead to sustainable impact

  • Assisting in the launch of strategic grantmaking initiatives

  • Arranging site visits at local non-profit facilities and helping you properly prepare for the site visit, so you'll know what questions to ask and what information to gather during your visit

  • Conducting an assessment of your giving to date and preparing an analysis & recommendations report that will help you streamline your giving and the requests you receive, measure the impact of your donations, and ensure your donations or grants are being used as you intended

  • Evaluating grant/donation impact and results of past giving

  • Developing customized giving programs that meet your need, such as employee giving programs or philanthropic activities that involve all generations of your family

  • Assessing and refining existing charitable giving programs

  • Identifying non-monetary contributions you can make and combining these with your overall giving plan

  • Support in learning about and from the giving process, including the larger experience of being strategic about philanthropy