Your Priorities
Whether you’re an individual, a foundation or a wealth manager working on behalf of others, planning and managing philanthropy can be overwhelming. You may not know where to begin or exactly where you need help.
We’ve designed this personal inquiry to help you or your clients get started. It will help identify what’s important to you as you forge ahead. You can use this process for your personal reflection or to share with others. You’ll get a better sense of what you want to accomplish and the support you desire.
Working Together
We tailor our philanthropic advisory services to fit the wants and needs of unique clients. One size does not fit all. We are experienced with helping a variety of profiles—those new to philanthropy or seasoned givers, those with inherited or with earned wealth, clients with family offices and grant-making infrastructures or those with none.
How We Can Help You
In general, our partnerships with clients fall into the following arrangements:
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 establishment foundation wants to reimagine how it can create even greater impact, we can help you leverage your efforts.
“You hire Dietel & Partners to really work in ways that are congruous with family values, and they understand there are gold standards for ways non-profit organizations work. Most importantly, they ask the broader, long-term question—'Where is the opportunity to really shift something in our communities?’ They guide their clients to make more strategic investments that have larger impacts over time and that requires a much more entrepreneurial strategy.”