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Values and Goals Discernment  –   At Newberry Group Advisors, we begin by collaborating with families to define their unique philanthropic goals and values. By understanding what matters most, we help create a focused strategy that aligns with their vision and drives impactful giving.​

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Grantmaking Guidelines  –  We implement a comprehensive framework for grantmaking that enables families to make informed decisions. We identify potential grantees and evaluate funding opportunities, ensuring that resources are allocated effectively.

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Impact Measurement  –  Measuring the effectiveness of philanthropic initiatives is crucial. We employ robust evaluation methods to assess the impact of grants and monitor progress, allowing families to gain insights into their contributions and make necessary adjustments.

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Engage the Family  –  Fostering family engagement is essential for the sustainability of philanthropic efforts. Involving all family members in the process can foster unity and shared responsibility.  We facilitate open discussions and workshops that encourage family members to share their perspectives, ensuring that everyone feels heard and invested in the decision-making process.

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Educate Future Generations  –  Educating younger generations about the importance of charitable giving, service and responsible stewardship of resources can empower them to continue the family’s philanthropic journey. Encouraging children and grandchildren to participate in the family’s philanthropic initiatives can help them develop a sense of responsibility and connection to the causes that matter most to the family.

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Compliance and Administrative Support Philanthropy requires navigating complex compliance and regulatory landscapes. We provide guidance on compliance and can assume all administrative tasks, allowing families to focus on their philanthropic mission while still maintaining full control over financial disbursements.