Philanthropy & Impact

Strategies are carefully aligned with your personal goals and values, using philanthropic grant making, impact investing or a combination of both to pursue the impact you want to make in the world.

A comprehensive process for realizing impact

Our process is designed to make strategic giving as meaningful and effective as possible for our clients. We take pride in helping clients define their intended impact, choose the appropriate vehicle, and create a governance framework that supports decision making today and in the future.

• Define intent
  Explore motivations, goals, passions, focus areas, values and mission that shape a client’s interest in giving.
• Establish giving vehicles
  Assess, select and implement the most appropriate charitable vehicles in relevant countries. Examples include US Donor Advised Funds or private foundations, onshore regulated charities in Europe, or Singaporean charitable foundations.
• Education & engagement
  Develop a plan to educate individuals about philanthropy and board leadership. Create opportunities for engagement.
• Define decision-making body and process
  Design bylaws for how grant-making decisions will be made. May include establishing grant guidelines and creating a board or a junior board.
• Explore & create sound philanthropic investment strategies
  Provide general operating support and capacity building, as well as explore the full range of strategies, including venture philanthropy, comprehensive community initiatives and traditional, charitable giving.
• Conduct research & due diligence
  Formalize process and deliverables for due diligence of potential grant recipients. Engage in research and site visits to vet grantees. Present research and recommendations to board.
• Grantmaking, evaluation & compliance
  Convene decision-making body to vote on grants. Submit donation and engage in ongoing evaluation. Ensure proper compliance and accounting.