CASE STUDY 01

Full-Service
Philanthropy

 
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Client's Wish List

 
  • Guidance
  • Training
  • Accompaniment
  • Complete Anonymity
  • In-Person Meetings
  • Public Representation
 
 
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Services Dietel & Partners Provided

 
  • Assessments
    • Values
    • Areas of Interest
    • Learning Appetite
    • Risk Tolerance
    • Availability & Engagement
  • Strategy development and co-creation
  • Research and due diligence
  • Custom grant portfolio
  • Management of grant applications and reporting
  • Capacity-building support for grantees
  • Stewardship of co-funding relationships
  • Collaboration with family office

 

 
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Results for Client

 
  • Protection of anonymity
  • Increased comfort and knowledge
  • Confidence in use of funds for positive change
  • Engagement that worked with stage of life and lifestyle
  • Increased time for long-range planning with financial and legal advisors

How We Can Help You

Full-Service Philanthropy

If you want to retain your anonymity and outsource your philanthropy, our services include strategic planning, customized grant-making, capacity-building, co-funding, stewardship and refinement.

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Strategic Advisory Partner

If you're interested in participating actively in your philanthropy, but lack the time to dedicate to it, we offer seasoned expertise to lead you.

Case Study

Philanthropist-In-Training

If you want to learn how to become an effective philanthropist, we'll customize your education and experience until you're self-sufficient.

Case Study

Multi-Generational Family Philanthropy

When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.

Case Study

Resource Enhancement

If your established foundation wants to reimagine how it can create even greater impact, we can help you leverage your efforts.

Case Study