Client's Wish List
- Coordination with two generations to develop legacy strategy
- Facilitation of family meetings
- Grant-making services
- Coordination with family financial representatives
Services Dietel & Partners Provided
- Designed and moderated family meetings
- Coached individual members
- Uncovered philanthropic interest areas
- Developed long-term plan for activating charitable assets
- Designed and implemented tailored learning agenda
Results for Client
- Assured all voices in the family were heard
- Improved family communications
- Plan developed for deployment of family assets
- Designed a comfortable engagement process for all
- Identified shared goals
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.
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.
Multi-Generational Family Philanthropy
When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.
Resource Enhancement
If your established foundation wants to reimagine how it can create even greater impact, we can help you leverage your efforts.