Strategic Advisory

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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

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.

Case Study

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


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