How to get started
Here are some of the most popular questions we receive from potential clients. Contact us today for a free consultation.
Why can’t my attorney or financial planner handle my philanthropic needs?
While an attorney and financial planner have important roles to play regarding establishing legal entities, estate planning, and financial investing. Impact Philanthropic has the necessary skills and experience for philanthropic management. We collaborate with clients’ other advisors to make sure legal and financial needs align with charitable goals and results.
Help!? I want to do more with my charitable giving but not sure where to start.
Impact Philanthropic meets with a client to listen and learn. Listening first, we help you define your goals, build connections, working creatively and flexibility. We guide a client through this process of defining a vision based upon passions. From there, we develop charitable plans that align with each client’s vision and financial ability.
Can Impact Philanthropic eliminate the stress of constantly being asked to donate?
Yes, we have the capability of handling all forms of communication. Clients are able to redirect donation requests to us thus eliminating being “pressured” to donate.
What size company or association can create a corporate social responsibility plan?
We work with entities of all sizes and sectors to develop creative giving plans tailored to realistic budgets and desired outcomes.
Our family trust/foundation is new. Will Impact Philanthropic help us get organized?
Yes, organizing and defining a new fund or foundation properly is essential. We offer services on a short-term basis to implement the start-up process. Through this process, we explore if and how Impact Philanthropic can assist in achieving long-term goals.
How does Impact Philanthropic help boards review their purpose & results?
Our skilled facilitators work with stakeholders to evaluate and develop strategic and comprehensive plans related to realistic timeframe, budgets, and desired outcomes.
Does Impact Philanthropic handle back office foundation management work?
Yes, we have the skills to manage administrative work for a foundation, especially grant programs including – correspondence, pre and post application selection, funding implementation, closeouts, data management, and more.
How does Impact Philanthropic help extend impact beyond grant making?
We work with clients who wish to promote impact beyond grant making to develop and implement mission-related investment opportunities. Our team has decades of “boots on the ground” project management experience and success!
What is Impact Philanthropic’s fee structure?
Fee structure is based upon the level of consulting service needed.