Grant Stewardship
Gain support for every grant you make.
Could you benefit from a dedicated Philanthropic Advisor, powered by our team of analysts?
With Grant Stewardship, you’ll receive the same services as foundations with full-time staff, for a fraction of the cost. This offering is perfect for individuals or institutions whose financial capacity exceeds their time capacity.
If you are the trustee of a foundation, consider hiring our team instead of a new program officer to bring excellence to your grant making without having to manage an employee.
Our full-service Grant Stewardship offering relies on our growing database of nonprofit analytics as well as bespoke research to recommend grants in the cause areas and locations that our clients are passionate about. This allows you to leverage the full knowledge base of our team to achieve individual and systems-level transformation.
Meetings with your Philanthropic Advisor will be powered by our research team. These meetings will include reviewing recommended grants, impact estimates of grants, and any noteworthy changes in the nonprofit landscape.
At the end of every year, you’ll receive a personalized philanthropic impact report. You’ll have confidence that a rigorous process of due diligence informs every dollar you give.
Let’s partner to make a life-changing impact, together. Contact us to learn more.
WHO IS IT FOR?
Foundations or family offices looking for a fractionalized, contracted program officer to expand their capacity.
Anyone giving $50k - $1M+ annually from their assets (DAF, foundation, IRA, etc) or income.
Individuals who are planning their estates and want to set aside a portion of their assets to philanthropy.
WHAT YOU’LL RECEIVE
An annual set of personalized grant recommendations based on your philanthropic intent and passions.
An annual personalized impact report with stories, data, and analysis outlining your family’s philanthropic impact.
A dedicated Philanthropic Advisor to answer questions, educate you on causes, and talk you through grant recommendations.
The opportunity to delegate meeting requests with nonprofits to your Philanthropic Advisor.
