Help for Individuals & Foundations

Wise Giving strengthens the work of individual donors and foundations in the areas of:

  • Strategy
  • Governance
  • Grant making
  • Adherence to nonprofit law
  • Communications

Our services are available on a personalized, confidential basis, and help you realize the greatest possible impact of your energy and generosity over time.

We can help you:

  • Define your vision and mission, and create a strategic giving plan
  • Determine whether you are best served by establishing a donor-advised fund, a private foundation, or an individual giving plan
  • Identify the most promising opportunities within your areas of interest
  • Conduct thorough due diligence of potential grantees
  • Develop legally prudent procedures and documents for U.S. and international grant making
  • Establish and communicate selection criteria for and to potential grantees
  • Put in place grant agreements, monitor grantee progress, and assess results
  • Network with other philanthropists and stay abreast of important trends in your fields of interest
  • Assist with co-generational planning, transitions and/or plans to spend out your fund
  • Prepare press releases, annual reports, board dockets, web materials, and reports
  • Plan and manage special events

With bestselling author Isabel Allende and Lori Barra, executive director of the Isabel Allende Foundation