Client Services

Concierge Philanthropy's services can be used collectively for maximum benefit or individually, to hone and strengthen your philanthropic endeavors. All services are customized to meet the personal and unique expectations of our clients. Clients also receive access to an extensive network of resources. Services are designed to capture your interests and passions, the foundation of an integrated, personal philanthropic road map that drives your giving strategy and maximizes your investment results.

Customized Giving – Developing Your Strategy, Philanthropic Road Map and Impact

Create a Charitable Giving Profile as a starting point for your personal philanthropic road map
Research and identify targeted strategies, projects and/or organizations that reflect your philanthropic mission
Identify best practices in philanthropic fields of interest
Undertake non-profit due diligence by vetting and assessing potential grantees
Define timeline, budget and impact desired from your contribution
Locate learning and volunteer opportunities for you or your family to grow philanthropically

New Program Development and Collaborative Alliances

Research targeted service areas for enhanced collaboration or alliances between service providers
Develop new, innovative programs to address philanthropic interests in collaboration with identified agency/agencies
Identify opportunities to connect and leverage giving with similarly interested donors/foundations/nonprofits

Project Management – Forging the Relationship

Initiate and manage personal relationship with selected agency or project
Develop memo of understanding as to the purpose, benchmarks and impact of gift
Determine reporting requirements

Grant Management - Stewarding Investments

Design, implement, and oversee a grant management system
Create application proposal for RFPs or guidelines for funding
Establish criteria for applications, reviews, and evaluation
Review applications and offer recommendations
Undertake due diligence and assessment of potential grantees
Define program benchmarks, outcomes and evaluation expectations
Monitor grant implementation and reporting requirements

Project Implementation and Evaluation - Monitoring and Impact

Maintain ongoing personal monitoring of gift and its results on a defined schedule
Ensure agency has clear implementation and evaluation plans for gift
Ensure that program operations and reporting requirements are transparent
Provide formal evaluation report at conclusion of project funding

Concierge Philanthropy is located in Washington DC.

Call us at 301.254.5602 | Contact Us Form