Philanthropic Advisory Services
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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
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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
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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
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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