Knowledge is the key to maximizing the good a donor's giving achieves. Information is needed about which organizations are working in various sectors, which strategies they employ, how effective they are, and what needs they have. Ideally, this information is comparative, highlighting the pros and cons of alternate organizations.

Gathering and presenting this analysis is at the core of our client work. We provide the needed information and perspective to help donors make fully informed contributions. Donors obtain sound data on which to base their decisions, and thus, peace of mind. Occasionally, clients determine not to give based on our findings. Either way, commitments are deepened and decisions are more informed.

Charity Discovery
When a donor knows the impact he or she seeks, but has not identified the best organization to achieve the desired outcome, we use a thorough process to discover organizations that meet the client’s criteria. The process includes surveys, interviews, reference checks, board member interviews, and public record research. We conclude the search by recommending 2-3 finalists that meet the requirements. We then conduct site visits and investigate any residual issues in order to select the grantee. For smaller gifts, this process can be abbreviated. Our due diligence ensures that a donor will be supporting an organization that not only aligns with his/her passions, but also matches desired organizational criteria.

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to download a 1-page Product Preview PDF file on Charity Discovery.

 

A variety of other products also fall under the category of “Nonprofit & Sector Research.” Products that are descriptive in nature are frequently accompanied by an Advisory Memorandum; in this manner the assessment (what exists at the organization) is separated from the advice (recommendations of what to do about it), facilitating use by different audiences. Click on any product name to view a Product Preview PDF.