The Give Well Plan
We help you define your giving priorities and communicate them to others.
We adapt our giving tools and grant management system for your unique needs.
3. Give Well
We enable confident giving by providing due diligence on charities of interest.
We coach both grantmakers and grantseekers. Our 20+ years of experience in philanthropy positions us for coaching of major donors to advise on good grantmaking processes and strategic development. Online coaching or weekend retreats are available for you and your foundation board or family. Together we’ll cover topics such as your giving mission, vision, values, strategy, process, succession, and the future of your family legacy. We also offer coaching for charities to assist in their advancement strategies.
Major donors take advantage of our customized online system to receive and consider grant requests from charities. We curate grant opportunities based on your priorities, focus, and timetable, and our wide reach within the charitable sector allows for a visionary array of granting opportunities to consider. You make the giving decisions to projects aligned with your interests. This system protects you from the deluge of requests, and you only consider those which fit your priorities.
We’ve invested years in studying and working with charities. We’ve learned what makes for great charity health, and how to avoid getting stuck in the charity swamp. Our Due Diligence Analysis reports are industry-leading and customized for any charity you’re considering a large gift to. You can give with confidence knowing experts have investigated your charity’s accountability and performance.
We know the nuts and bolts of keeping family foundations operational. From bookkeeping to government reporting, governance to charity relations, our back office services free you from the headaches of managing a registered charitable foundation. Back office services are especially designed for small to mid-sized foundations that can’t justify excessive overhead costs. You’ll have peace of mind knowing your foundation is well-managed.