PhilanthropyPlusTM Process

Define Processes &

Relationships

Implement and Monitor

Current Reality Assessment

Aspirations Document

ENTRYPOINT

PhilanthropyPlus ™Organizational Tools

•Assessment/Recommendations

•Structure- Processes and Relationships

•Metrics

•Compelling Case for Support

•Aspirations Document

•Implementation & Accountability System

PhilanthropyPlus ™Face-to-Face Cultivation

•Ultimate Gift: Communications plan

•PathwayPartners ™

•Total Portfolio Approach – Org & Individuals

•IRA distributions, Endowment, CGA, Charitable Trusts

•Donation-Auction Programs

•Corporate Executive Philanthropy Coaching Program

Grant writing services also available.