What can Concierge Philanthropy help me do?

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  • Discover and refine your philanthropic vision, interests and goals
  • Create a Charitable Giving Profile that analyzes your current and past giving
  • Identify issues that match you/your family's interests, values and concerns
  • Incorporate best practices into your giving plan
  • Assess a non-profit's capability to successfully use and implement your gift
  • Develop a strategic philanthropic road map that optimizes giving results
  • Forge and maintain relationships with your organizations you support
  • Create and manage grants; RFPs, applications, review and evaluation
  • Develop evaluation measures and timetables
  • Develop new, innovative programs and/or collaborative giving opportunities
  • Help you and your family expand your philanthropic knowledge or involvement