Philanthropic Advisory

If you're an individual looking to be more strategic and intentional about your philanthropy, we can develop a plan to best meet your charitable goals whether it's a one-time gift or a long-term plan.

• Work with you to develop a personal, philanthropic intent statement to drive thoughtful engagement in a social cause or specific nonprofit organization you care about.

• Collaborate with the nonprofit recipient(s) to identify current areas of impact and/or potential new programming that will fulfill your intent while also serving as a benefit for the organization and its clients. If you do not have a specific nonprofit in mind for the project, Detroit Philanthropy will conduct research and interview possible impact partners.

• Serve as the primary point of contact for the nonprofit in order to keep donations anonymous or simply relieve you of the necessary actions and various communications.

• Review nonprofit financial statements and other key determinants of viability and effectiveness, and conduct site visits to assess for Social Return on Investment (SROI).

• Draft and execute pledge schedules and gift agreements as needed.

• Ensure recipients provide you with regular progress reports and impact statements.

• Facilitate as much or as little gift recognition as you would prefer.

• Provide guidance on using philanthropy to grow your personal brand.

All services will be tailored to meet your unique needs and may include small consultations, development of various work products, nonprofit assessments, or full oversight/management of your philanthropic efforts.  Hourly fees, per project rates, and monthly retainer agreements are available.

Whether you are looking to start a private family foundation or already have a foundation/trust in place, services can be tailored to best meet your philanthropic goals and desired level of engagement.

• Collaborate with key parties to develop a mission statement, philanthropic intent and/or guiding principles.

• Develop a tailored grant-making program including proposal requirements and guidelines for submission.

• Review all requests for funding to ensure mission alignment, organizational effectiveness, project impact and social return on investment (SROI).

• Collaborate with the nonprofit recipient(s) to identify current areas of impact and/or potential new programming that will fulfill your intent while also serving as a benefit for the organization and its clients. If you do not have a specific nonprofit in mind for the project, Detroit Philanthropy will conduct research and interview possible impact partners.

• Serve as the primary point of contact for the nonprofit in order to keep donations anonymous or simply relieve you of the necessary actions and various communications.

• Review nonprofit financial statements and other key determinants of viability and effectiveness, and conduct site visits to assess for Social Return on Investment (SROI).

• Draft and execute pledge schedules and gift agreements as needed.

• Ensure recipients provide you with regular progress reports and impact statements.

• Facilitate as much or as little gift recognition as you would prefer.

• Coordinate with the foundation's investment institution to monitor foundation assets and ensure they are in accordance with long-term philanthropic goals.

• Coordinate board meetings, assemble necessary documents and take meeting minutes.

• Provide guidance on developing engagement for multi-generation family foundations.

• Assist with website development, social media accounts, and public relations activities intended to generate awareness and grow the foundation's brand.

• If the foundation also seeks to raise outside funding, fundraising events can be developed and executed. This would include venue logistics, event promotion, ticket sales and sponsorship development and fulfillment.

All services will be tailored to meet your unique needs and may include small consultations, development of various work products, nonprofit assessments, or full oversight/management of your philanthropic efforts.  Hourly fees, per project rates, and monthly retainer agreements are available.

Did you know that 95% of the worlds’ largest 250 corporations track and report the social impact they create?  Why?  Because in today’s socially-conscious world, corporate citizenship plays an increasingly import role in brand valuation, corporate reputation, consumer appeal, brand selection, and talent retention and recruitment. How can Detroit Philanthropy help increase your social impact?

By building on your corporate objectives and our expertise, we develop a Corporate Social Responsibility (CSR) plan unique to your company.

• Create a comprehensive Corporate Social Responsibility (CSR) plan involving financial contributions, employee volunteerism and strategic nonprofit partnerships

• Help assemble an internal CSR team and provide orientation and ongoing support as necessary

• Collaborate with the internal CSR team or corporate leadership to identify causes important to employees and pathways to supporting those causes through time, talent and treasure

• Identify possible nonprofit partners and secure agreements related to CSR initiatives

• Assist with promotion of the CSR plan to employees through internal communications

• Develop external marketing plans/campaigns to promote employee engagement activities to broader community in support of corporate reputation and branding

• Monitor employee engagement to create a tailored, year-end report which can be publicized internally and/or externally

All services will be tailored to meet your unique needs and may include small consultations, development of various work products, nonprofit assessments, or full oversight/management of your philanthropic efforts.  Hourly fees, per project rates, and monthly retainer agreements are available.

With an array of results-driven services, Detroit Philanthropy is uniquely poised to help Wealth Advisors & Estate Planners. We set you apart from your competitors and afford you a unique value proposition for new and existing clients.

With nearly 20 years of experience in philanthropy, we bring expertise and enhanced credibility to your discussions with clients regarding their charitable giving and impact on the community.

By creating a Corporate Social Responsibility program for your firm, we can create strategic nonprofit partnerships, provide networking opportunities with high-net-worth individuals and intentionally position your executives to grow your client base and visibility within the community.

We provide tailored educational programs for advisors and clients to increase knowledge of philanthropy, share best practices, and learn more about causes affecting our community.

HOW WE HELP YOUR CLIENTS

You maintain the primary relationship with your clients. Our goal is to help you enhance that relationship by providing third-party expertise and assessments to help you learn about the causes your clients want to support, what impact they want to generate, and the legacy they want to leave.

Our assessment tools allow us to develop a personal, philanthropic intent statement to drive thoughtful engagement in causes or organizations your clients care about and helps them incorporate philanthropic giving as part of their overall financial and estate plans.

We can provide an opportunity for your clients to engage more directly with the charities of their choice by arranging nonprofit site visits and meetings with the leadership team.

In recognizing the importance of multi-generational giving, we can create strategies to engage the client’s children/grandchildren in their philanthropic endeavors.

We help your clients reduce risk and increase the impact of their giving by providing expert analysis of charities to ensure that the charity is financially healthy, well managed, adheres to industry standards, and generates measurable impact.

If applicable, we can coordinate publicity events or media announcing the client’s gift(s).