Client's Wish List
- Spend down wealth in lifetime
- Accompaniment in assessment and decision-making
- Co-creation in grant-making
- Representation and implementation
Services Dietel & Partners Provided
- Prepared long-term institutional partners for legacy gifts
- Identified and vetted organizational partners
- Acted as a liaison between client and grantees
- Designed and negotiated staged philanthropic investments
Results for Clients
- Increased confidence in deploying large tranches of charitable capital
- Assured that funding addressed long-term health and scalability of organizations
- Freed up to enjoy close personal relationships with social change leaders
- Ability to spend more time on non-philanthropic activities
- Assurance of values alignment
How We Can Help You
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.
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.