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Advise

• Develop philanthropic purpose (vision, mission, values, goals)
  Identifying and documenting the source of your community passion then coalescing it into a concise vision, a mission statement, a set of values and specific goals for your philanthropy.
• Create strategic giving plans
  Developing specific plans for how to achieve your vision and goals through giving...what organizations will be recipients of your resources, how you will give (money, volunteers or other), and how you will measure your impact.
• Research and analyze community issues
  Educating about issues the community is facing -- the current state, the needs, the gaps, and analysis of available research in your area of interest, such as education, children or basic needs, etc.
• Educate about society's issues
  Learning about the overall issues facing the community and their impact on society, including possible solutions and on-going initiatives as applicable.

Guide

• Share best practices
  Building knowledge about what is working well for other organizations and in other places around the world.
• Facilitate strategic planning
  Leading discussions to develop a strategic plan to guide your organization, both what you want to accomplish and, just as importantly, what you will NOT focus on.
• Coordinate meetings and conferences
  Guiding meetings or conferences of all involved parties toward attaining each part of your philanthropic planning.
• Leverage other community resources
  Facilitating collaborations with other community resources so that there is a synergistic, multiplier effect from your philanthropic efforts.
• Evaluate philanthropic allocation, performance and impact
  Examining whether the results associated with your philanthropy are meeting your needs and, if not, making the appropriate changes.

Act

• Design and implement philanthropic initiatives
  Creating programs to achieve your philanthropic goals and putting them into action.
• Run grant process
  Outsourcing the management of your giving from soliciting grants through evaluation of impact:
  - Requests for funding
  - Due diligence
  - Site visits
  - Select causes to support
  - Liaison with recipients
  - Follow-up analysis
• Develop communication strategy to highlight your commitment to the community
  Helping the organization develop a plan to publicize their philanthropic efforts and help the community understand their commitment to improving society.

Creating Meaningful
Philanthropic Connections.

We specialize in helping you translate your values into effective action, both money and volunteers, around the areas in the community you most want to impact, ultimately for maximum effect on society and your bottom line.

These services can be provided as a one-time planning effort with you taking charge of making it happen or as a retainer arrangement where Successful Giving will provide on-going support. While we have a process we use to guide us through this strategic initiative, we customize each engagement to your unique needs so that you have the most rewarding philanthropic experience for you.

These services can be provided through individual consultation, group facilitation and training or workshops.