What is a Philanthropy Advisor?
A philanthropy advisor is someone focused on finding individuals, couples, and families that want help to get involved—in charitable ways—in their communities. The advisor's role is to research and get to know potential nonprofits for the donor(s) to review and, in the long-term, manage the relationship, follow-up, etc. for the donor(s).
How do we begin the process?
An advisor will meet with you to talk about your values, dreams and world and community vision. You will answer these important questions:
What are you passionate about?
How do you want to change the world? your community?
In what specific area do you want to make a difference?
Do you prefer to make a difference through giving dollars? time as a volunteer? board service?
How do you know which nonprofit is a good fit for me?
After meeting with you and gaining an understanding of your giving goals, your advisor will investigate what nonprofits match those personal passions. We will get to know the leadership of selected nonprofits, evaluate their financials, visit their locations, talk to board members, donors, volunteers and recipients of their services in order to compile an overview and report for your review.
That sounds like a lot of information. How do I make a decision?
After compiling the data, your advisor will do a thorough review and offer advice based on the following criteria:
Does the organization align with your passions?
What do they offer to you in exchange for your dollars and your service?
Do they really "Walk the Talk"?
Is the organization effective; ie., do they make a real impact with the donations they receive?
Do they use the dollars you give with the same care that you earned and saved it?
How are they different (and better) than other similar organizations?
Does the organization treat their donors as a partner in the work they do?
OK. Sounds good, but how do I find out what resulted from my donation?
Your advisor will follow up with your chosen nonprofits on your behalf on a regular basis and deliver a report of the outcomes of your donation to you, so that you can see your work in action.
Frequently Asked Questions by Donors
We want you to have a complete understanding of how we can help you help the causes you are most passionate about. Here are the steps we take to align you with the best nonprofits and donation partners.