Our Services
While most donors know that charitable giving can have a positive impact, over half of donors recently surveyed do not know whether their giving has the impact they intend[1]. Credo Philanthropy Advisors helps sharpen your focus in philanthropy and get closer to the results you want to see in the world no matter where you are in the journey.
[1] 2018 U.S. Trust Study of High Net Worth Philanthropy, Portraits of Generosity
For Donors
Credo Philanthropy Advisors helps sharpen your focus in philanthropy and move the needle on the issues you care about.
For FOUNDATION Officers
Credo Philanthropy Advisors works with you to create, evaluate and refine your organization’s giving portfolios.For Financial Managers
Credo Philanthropy Advisors works with you to help your clients achieve their philanthropic vision and objectives through thoughtful planning, training, analysis and development of performance measures.
For Donors
Credo Philanthropy Advisors helps sharpen your focus in philanthropy and move the needle on the issues you care about.
For FOUNDATION Officers
Credo Philanthropy Advisors works with you to create, evaluate and refine your organization’s giving portfolios.
For Financial Managers
Credo Philanthropy Advisors works with you to help your clients achieve their philanthropic vision and objectives through thoughtful planning, training, analysis and development of performance measures.
Starting Up
We help donors – including individuals, couples, families, businesses and their advisors — wanting to establish a new charitable vehicle in the following ways:
- Identify and articulate areas of interest and develop a strategic direction for each area;
- Develop criteria for board and staff leadership, including determining the skill sets and experiences needed to accomplish the donor’s goals;
- Analyze the landscape or “scope the terrain” for the donor’s areas of interest, including research regarding leaders in the field, gaps and opportunities, and potential partners; and
- Connect to the resources needed to establish a charitable vehicle that fits the donor’s style and priorities.
- Train staff on various aspects of grant-making from conducting due diligence to managing the donor/grantee relationship.
Refining and Refreshing
We help donors – including individuals, families, businesses, foundations and donor-advisors — looking to reassess their philanthropic priorities and impact by:
- Conducting portfolio reviews of their grant-making, including interviewing grantees, conducting landscape analysis and assessing results;
- Refreshing or changing philanthropic priorities;
- Serving as thought partners in re-thinking philanthropic priorities, partners and collaborators; and
- Identifying new resources, including board leadership, experts and professionals, needed to re-direct and re-deploy their giving to have greater impact.
Innovating
We help donors – including individuals, couples, families, businesses, foundations and donor-advisors — looking to innovate to have greater impact by:
- Serving as thought partners in evaluating bold, new directions, strategies and partners; and
- Conducting creative landscape analysis, including research of innovators within and outside the field of interest.
Getting results in philanthropy requires partnerships — no one does it well alone. Credo Philanthropy Advisors helps you form the right questions and get the answers needed to achieve the results you want.