Wise Giving strengthens the work of individual donors and foundations in the areas of:
- Strategy
- Governance
- Grantmaking
- 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 grantmaking
- 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