PHILANTHROPIC ADVISORSORY
Benefits of Philanthropic Advisory
Philanthropy is a deeply personal and impactful way to make a difference. Many individuals seek to support causes close to their hearts but may not be sure how to navigate the complexities involved. Donors of all sizes report that their greatest challenge is identifying causes they care about and deciding where to donate.
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Newberry Group Advisors, LLC offers personalized philanthropic advisory services to help people shape and maximize their charitable impact, ensuring their contributions align with their values and ambitions. We provide comprehensive support from the initial consultation to ongoing guidance for individual philanthropists and private foundations. We specialize in understanding each client’s unique goals and guiding them through decisions that reflect their priorities and passions.
OUR SERVICES
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Personalized Philanthropic Strategy – At Newberry Group Advisors, we begin by collaborating with donors 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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Strategic Grantmaking Framework – We implement a comprehensive framework for grantmaking that enables families to make informed decisions. We assist in identifying potential grantees and evaluating funding opportunities, ensuring that resources are allocated effectively.
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Due Diligence and Site Visits – Ensuring recipients are properly vetted is a critical step in philanthropy management. Due diligence protects the donor’s reputation and confirms the resources are used effectively. Due diligence includes a thorough financial analysis, site visits when necessary, and an unbiased evaluation of leadership and operations.
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Impact Measurement and Evaluation – 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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Engaging Family Dynamics – Fostering family engagement is essential for the sustainability of philanthropic efforts. We facilitate open discussions and workshops that encourage family members to share their perspectives, building a shared vision for their philanthropic initiatives.
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Foundation Management – Managing a private foundation can be complex, but with the right strategies and expert support, you can turn your philanthropic vision into reality. Our knowledge of foundation governance, compliance, and grantmaking means your foundation (or charitable trust) can make a meaningful difference and have a measurable impact.
ACHIEVE YOUR PHILANTHROPIC GOALS
Newberry Group Advisors, LLC believes in the power of philanthropy to transform lives, communities, and the world. If you’re looking to make your giving journey meaningful and impactful, philanthropic advisory services can provide the guidance you need. Take the next step in your philanthropic journey with our personalized approach. The goal is to let clients focus on what matters most: contributing to causes they are passionate about, confident that their resources are used effectively.