Philanthropic Advisory Services

  • Philanthropic strategy and portfolio design

    • Define or refine philanthropic strategy grounded in leverage points for systemic change and local assets, resources, and priorities, while aligning with funder goals
    • Conduct landscape analyses to identify gaps, leverage points, and ecosystem actors
    • Design long-term giving strategies and portfolio frameworks
    • Develop thematic or place-based funding approaches

  • Trust-based and participatory grantmaking design

    • Design locally led, sustainable grantmaking models (solicited and open-call)
    • Develop clear, accessible grant guidelines and streamlined application processes
    • Structure participatory review and selection decision-making processes
    • Advise on appropriate funding vehicles, design tools, and partnership models

  • Institutional change management and operational alignment

    • Support internal change and operational process management to embed trust-based practices
    • Align policies, incentives, and compliance processes with locally led approaches
    • Facilitate mindset shifts around power, risk, and accountability

  • Learning, accountability, and capacity strengthening

    • Create results reporting and monitoring, evaluation, and learning frameworks
    • Develop capacity strengthening strategies for grantees
    • Establish feedback and accountability mechanisms with communities
    • Facilitate peer learning across grantees and partners
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