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