CLaDD Consulting is here to support your transition from being charitable to philanthropic.
Both reflect giving money, but they are not synonymous. Our goal is to help you develop your philanthropic strategy, prepare a plan for the expected and unexpected, execute your strategy, and build a legacy for the next generation.
Developing Your Giving Strategy
Creating a strategic giving plan can empower you to make intentional decisions about your philanthropy – time, talent, treasure, ties and testimony – and allow you to leave behind any guilt of saying no to other opportunities when you may be asked to give. To develop a strategic giving plan, we will start by identifying your values and areas of interest, then set specific goals and objectives, research reputable charities, and determine how and when you will give, while also considering tax implications and long-term impact.
Nonprofit Research/Due Diligence
Once you have compiled a list of potential organizations to fund, you’ll want to conduct a due diligence process to vet them for effectiveness. Due diligence involves assessing a nonprofit’s goals, strategies, and capabilities to determine whether the organization is worth your support.
Next-Gen Engagement
The future of philanthropy revolves around engaging our next generation of donors—Generation Z and Millennials. Understanding how to attract, retain, and grow your young professional pipeline will ensure long-term sustainability for your organization.
Giving Circles
A giving circle is a form of participatory philanthropy by a group of individuals who form a voluntary association to donate their money or time. The group then decides how to allocate these resources to charitable organizations or community projects.
Grantee Convening
In-person convenings are time-intensive to plan and expensive to execute. But, if you keep desired outcomes in mind throughout the design, such gatherings can greatly enhance the impact of your grant making.
Grant Alignment and Administration
Align grants with program objectives and track performance in respect of impact. Key activities under grant management include:
- Setting priorities for funding strategically.
- Monitoring progress through communication with grantees.
- Evaluating program outcomes and success metrics.
Trust-Based Philanthropy
Trust-based philanthropy is a charitable approach that reimagines the relationships between donors, nonprofits and communities to rebalance power and decision making.
