You may find yourself at a crossroads; the nonprofit and philanthropic sectors are rapidly changing. Changes in policy, funding streams and community needs make for challenging circumstances for effective philanthropy. Whether you are part of a philanthropic or a foundation staff seeking to maximize impact, navigating the philanthropic landscape has never been more complex. A […]

Effective philanthropy doesn’t happen in a vacuum. For individuals and families looking to align their giving with their financial and legacy goals, collaboration among key advisors is essential. At Grant Philanthropic Advisors, we take a holistic approach, working closely with wealth advisors, tax and estate planning attorneys, and CPAs to ensure that philanthropy is integrated […]

One thing is abundantly clear, we are living in the middle of major economic and policy disruption affecting the nonprofit sector which ties directly into the philanthropic community. Everyday, I look at the news and learn about new policy changes impacting our sector and corresponding legal action. How do you make sense of it all […]

Why does Due Diligence matter? Building a strategic nonprofit portfolio requires more than just selecting causes that resonate with personal values. To ensure long-term impact, donors must conduct thoughtful due diligence to assess whether organizations are well-governed, financially stable, and delivering meaningful results. A strong philanthropic strategy is built on informed decision-making—one that goes beyond […]

As a philanthropist, you have the exhilarating opportunity to maximize your impact with your charitable dollars, your time and your connections. Early on in the planning phase, you may consider: Should I focus on a specific issue or a specific place to drive my philanthropic efforts? Or maybe it is a combination of the two. […]

Regular connection with the nonprofit community is critical to being an effective philanthropist. One of the most immersive ways to be effective is to conduct site visits at nonprofit organizations. These visits provide a firsthand look at how nonprofits operate, the communities they serve, and the tangible outcomes of their programs.  Site visits can broaden […]

Why do you want to invest your time working with an independent philanthropic advisor? As the great wealth transfer is taking place, working with an independent philanthropic advisor can help accelerate an effective philanthropic process as assets are changing hands.  Advisors work collaboratively with you and your advising team to reach your collective financial goals. […]