Giving Guide
Discover expertly vetted nonprofits.
Are you struggling to evaluate charities to determine where to give?
Gain access to detailed information on the operations, culture, and impact of nonprofits that you are considering for grants. This will enable you to make better giving decisions and have a greater impact.
Our process goes substantially deeper than online charity databases like Charity Navigator or Guidestar. When we evaluate charities, we:
Review annual reports, tax returns, strategic plans, and other supporting documentation.
Interview nonprofit staff members to assess the health of their internal culture.
Customize our research to align with the values of our clients.
We can produce a Giving Guide on a nonprofit you know. Or, if there is a cause that you want to support but do not know which nonprofits are working in that space, we can evaluate all nonprofits working on the issue and bring you 2-4 personalized recommendations.
Our Giving Guides come with a meeting with a Philanthropic Advisor to discuss your options.
Don’t let the question of “where to give” keep you from making the impact God is calling you to make through your philanthropy. Contact us to learn more.
WHO IS IT FOR?
Anyone giving $10k - $1M+ annually from their income or assets (DAF, foundation, IRA, etc).
Foundations or family offices who want disciplined research to support their grantmaking.
Individuals or families who are planning their estates and want to wisely determine charities to receive a portion of their assets.
Pooled giving funds or giving circles who want to outsource the discovery and due diligence of potential nonprofits to support.
WHAT YOU’LL RECEIVE
All of the information you need to deeply vet a nonprofit in a readable and curated format
Operational information including financials, management, governance, and supporting documentation
An overview of a nonprofit’s leadership competencies and internal culture
An analysis on the qualitative and quantitative impact of your potential grant
A meeting with a Philanthropic Advisor to discuss your Giving Guide
