Whether you already know that you want to give back through your business but lack the information to start, or if you are a more established business that understands the cultural and recruitment benefits of embracing impact, we develop tailor-made initiatives that integrate social purpose to create shared-value across your company.

The relationship between charities and their donors is evolving. If your Charity needs guidance to elevate their engagement and connectivity with donors, we develop and design strategies to clarify mission and establish long-term goals. 

If you are an individual or family who would like to begin a formalised philanthropic journey or someone who is looking to introduce more structure to their existing philanthropy, we identify suitable charities and create strategies according to pre-determined goals to most effectively achieve them.

Businesses

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Impact Strategy

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Impact Road Map

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Impact Reporting

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 Risk Assesment

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Charities

We work with charities and charitable initiatives (such as social enterprises or foundations) to develop strategies to expand and amplify their impact. These strategies aim to assist our clients to best present themselves to donors, to promote and improve engagement and to create sustainable relationships.

CHARITY PROSPECTUS

This is a review of the contextual, strategic and operational structure of a charitable organisation. The prospectus seeks to transparently deliver the key purpose, activities and impact of a charitable organisation. It can be used by organisations that are seeking to reposition themselves, realign their messaging or to improve and develop relationships with new and existing donors. 

PARTNER

PROSPECTUS

The Partner Prospectus is designed to evaluate and present the philanthropic Impact and social return of an initiative to present to prospective donors. The Donor Prospectus pivots on clear and transparent reporting and is generally utilised by individual philanthropists, social enterprises and philanthropic entities. 

Impact

Reporting

The development and design of charitable reports which use pre-defined  quantifiable and qualifiable success metrics to measure the incremental impact created by the charities. Essentially, charities outsource their impact reporting to Benesys. 

Individuals

We work with individuals who seek to structure their family philanthropy. Through this process they will gain an increased social return on their investment (donation). Similar to our corporate clients, all our individual offerings are either on an ongoing retainer basis inclusive of reporting or where ownership is handed back to the client as a one off project to be managed independently. 

PHILANTHROPIC PORTFOLIO

Philanthropic Portfolio Creation  is the discovery, development and delivery of a bespoke, value matched portfolio of charities according to the specific goals and criteria of individuals, families or a family office. Using the proven processes from our corporate and charity clients we deliver  comprehensive process which utilises qualifiable and quantifiable tools in order to discover, develop and transparently facilitate a philanthropic portfolio.

PORTFOLIO MANAGEMENT

Advisory, risk assessment and reporting services for families and individuals who seek to manage their philanthropic activities more efficiently.

CHARITY

REPORTING

The development and design of philanthropic reports which use pre-defined quantifiable and qualifiable success metrics.

RISK

ASSESSMENT

A detailed risk assessment  of charities / causes that includes both quantitative and qualitative due diligence.

A FLEXIBLE DYNAMIC 

We work collaboratively with our clients to design, develop and deliver bespoke solutions to create positive impact. Our Impact solutions combine consulting, workshops and presentations in addition to data based evaluations. Together with our clients we develop impact goals, design strategies to  achieve these goals and discover opportunities to work with select risk-assessed charities and causes. 

We understand that different businesses have different needs and resources. We can tailor our products and services accordingly. We can select aspects of our products and services to create a bespoke solution to fit, either on a retainer basis or a project-based price.