Philanthropic Advising

Innovative Philanthropy can bear the burden of all regular administrative tasks in a structured and transparent manner in order to allow you to focus on making vital decisions that further your philanthropic vision. We identify, select and monitor all past, current or future grants. We also conduct intensive due diligence reviews that explore both the quantifiable and intangible aspects of an to understand the quality of a program and its relationship to the community. Above all, we balance our findings with your interest and intent.  Our services include:

  • Prepare written grant making guidelines and procedures.
  • Establish a review process for selecting organizations.
  • Conduct due diligence on organizations for potential funding. Review includes these areas:
    • Organization effectiveness
    • Programmatic structure and evaluation
    • Fiscal management
    • Sustainability and future growth
    • Community relationships
    • Leadership, staffing and Board of Directors strength
    • Fundraising and other administration
  • Manage inquiries; respond to grant requests and process applications.
  • Evaluate grant proposals; conduct meetings and site visits.
  • Help hire and train staff.