How Focused Philanthropy works for you, with you.
Our advisory service is bespoke, confidential and personal to you. A Partner from Focused Philanthropy will engage you in an iterative consultation to discuss your motivations, why you want to give, and the causes you care about. We offer a holistic approach, taking the time to ensure we have a thorough understanding of your personal philanthropic goals and utilise access to expert advice on the technical procedures including legal and tax issues. Together, we work to ensure your giving is targeted, innovative and achieves the biggest impact. We offer a range of charitable solutions, as well as accessing opportunities not available on the open market, to create an appropriate vehicle for your philanthropic motivations.
In consultation with you we:
- Identify your philanthropic goals and objectives in an ongoing process
- Develop a proposed giving strategy for your approval
- Construct a portfolio of funding opportunities and collate feedback
- Facilitate transfer of the donation direct to the charity
- Evaluate strategy, adjust and monitor
- Provide ongoing dialogue and feedback
Outcomes and benefits available to Focused Philanthropy clients;
- Family engagement (next generation)
- Coordination, advice and setting-up of foundations and charitable vehicles
- Creating a lasting legacy
- Giving through an intermediary, such as a venture philanthropy fund or a community development finance institution
- Creating a funding catalyst for change with high-impact giving strategies designed to make a real and tangible difference
- Establishing links, connections and relationships – connecting donors with ambassadors, associates and other major donors
- An in-depth analysis and access to particular sectors and charities
- Advice on tax efficient giving as well as advice on any legal and regulatory issues
- Public relations and communications advice on the chosen giving strategy
Fees are agreed on a case-by-case basis – please get in contact with our office for an informal, confidential chat.