Products

Much of the work we do is event-driven and tailored for the exact needs of clients. However, years of serving donors and nonprofits has resulted in the development and refinement of standard products that routinely meet many client needs.

So, we offer pre-defined products in each of our four practice areas. Examples of questions that you may want addressed are listed for each area. Because our products are highly personalized to each client’s situation, we draft a written methodology and description of deliverables so clients know exactly what we will do and what they will receive.

Nonprofit & Sector Research

Questions these products address:
1. “Who is doing what” in a specific charitable sector?
2. Which organizations are highly effective at achieving my giving goals?
3. What are best practices regarding a particular function at my nonprofit?

Advisory Memorandum

Provides focused research & advice on a nonprofit issue or charitable sector.

Charity Discovery

Discovers high performing organizations in a chosen charitable sector, by engaging a highly-structured search & qualification process.

Informational Memorandum

Provides independent, well-researched information on a specific nonprofit topic or charitable sector.

Research Report

Provides highly reliable analysis & insight on a subject requiring substantial research—generally, to support a giving decision.

Sector Survey Report

Presents comprehensive information on a charitable sector, and profiles key nonprofits within it. Presents comprehensive sector statistics, observations, and trends.

Evaluation & Due Diligence

Questions these products address:
1. Is the program effective at achieving its intended outcomes?
2. How does an outside, third-party describe exactly what the organization does? How strong is it?
3. Did my gift accomplish what I intended? How much progress has been made?
4. How much impact is created? What is the “return on investment”?

Nonprofit Examination

Offers a mid-level, 360 degree picture of an organization in an easy-to-read style, along with a high-level evaluation, and risk assessment.

Charity Brief

Using 50+ key parameters, provides a quick snapshot of the current status of a nonprofit. Useful for “side-by-side” comparison.

Strategic & Operational Audit

Presents comprehensive, thoroughly researched insight into the strategy & operations of an organization.

Due Diligence

Combines a Strategic & Operational Audit with in-depth analysis of an organization & investigation of specific issues to underwrite a major donor commitment.

Informational Memorandum

Provides independent, well-researched information on a specific issue at a nonprofit, with a program, or pertaining to a grant.

Advisory Memorandum

Provides focused research & advice on a nonprofit issue, program issue, or grant issue.

Project Digest

Briefly and precisely describes the details of a nonprofit’s project & highlights its connection to the organization’s larger mission.

Project Inspection

Presents a basic overview & analysis of the degree of accomplishment of required deliverables by reporting observations from an on-site inspection.

Project Evaluation

Evaluates if a program is effectively affecting its target audience, measured in client outcomes. Generally involves pre- and post-tests of clients.

On-site Grant Review

Evaluates whether a nonprofit or program effectively met the agreed-upon deliverables regarding the grant; especially helpful for international gifts.

Grant Evaluation

Provides a detailed review & analysis on how a sizable grant has been utilized.

Business Planning & Venture Philanthropy

Questions these products address:
1. What advice or expertise could strengthen a program or organization?
2. What is the project plan, or business plan, going forward?
3. How can a new initiative best be communicated to sophisticated investors?

Informational Memorandum

Provides independent, well-researched information on a specific topic related to a venture philanthropy project.

Liability Assessment

Provides a detailed analysis of a donor’s liability exposure with respect to a specific nonprofit with which he or she works (possibly as a board member).

Gift Agreement Letter

“Negotiates” with nonprofits regarding donation designation to ensure that the donor’s purposes are achieved, and specifies terms and conditions are met.

Advisory Memorandum

Provides research and advice focused on a targeted nonprofit or venture/project issue.

Business Plan

The Business Plan assists an organization in designing and comprehensively describing a complex project for the purposes of communicating it to potential partners, donors, or other internal or external stakeholders.

Initiative Prospectus

Professional document that comprehensively describes an initiative for the purpose of communicating it to potential investors.

Donor Consulting & Giving Strategies (for donors)

Questions these products address:
1. What impact do I want to have with my giving?
2. Which charitable sectors do I wish to support?
3. What terms and conditions should accompany a gift?

Advisory Memorandum

Provides focused research & advice focused on a targeted nonprofit or giving issue.

Donor Profile & Giving Plan

Offers a clear understanding of a donor’s giving style, as well as a written plan for future gifts.

Expenditure Responsibility

Ensures that foreign grant funds are spent only for the specified charitable purpose. Ensures compliance with IRS requirements.

Gift Agreement Letter

Records a grant’s terms & conditions, based on negotiation with a nonprofit, to ensure that the donor’s purposes are achieved; addresses contingencies.

Informational Memorandum

Provides independent, well-researched information on a specific topic related to one’s giving.