“Meaningful giving is a journey and not a destination.”

— Mark Weber

Nadel Philanthropic Advising is a boutique philanthropic advising firm that provides a full range of services to individuals, families and private foundations to help define their philanthropic goals and create purposeful giving plans that maximize the impact of their philanthropy.  We work closely with clients to integrate five important components of a successful philanthropic program:

Envision

Understanding personal motivation is necessary to creating a clear sense of purpose for giving.

  • Identify personal values to clarify philanthropic purpose and roadmap
  • Develop a clear mission statement and goals to guide philanthropy

Engage

Meaningful philanthropy can strengthen families by exploring the joys of learning and giving together.

  • Identify shared family values
  • Introduce family members to best practices in philanthropy; engage them in the grant-making process
  • Conduct informal discussions with individual family members and facilitate family meetings
  • Assist in developing roles, responsibilities and governance structures for family philanthropy
  • Explore ways to express values through volunteerism
  • Serve as a coach to teach the art and science of good grant-making

Explore

As with any financial investment, the wisest decisions are those that are best informed.

  • Research issues and funding landscape to understand potential investment opportunities
  • Design investment framework and grant-making strategies that align with causes/areas of interest
  • Conduct due diligence, organize site visits and vet potential grantees

Execute

Philanthropy done well is more an art than a single act.

  • Design a philanthropic plan that reflects goals and areas of interest
  • Define funding criteria and establish grant guidelines
  • Create RFPs, if needed, and develop processes for vetting not-for-profit partners
  • Manage all administrative aspects of the grant-making process
  • Serve as liaison between donor(s) and grantees
  • Work with professional advisors to determine most appropriate financial vehicles
  • Share knowledge and collaborate, when appropriate, with funders with closely aligned missions.
service-envaluate

Evaluate

Good intentions are a good starting point; impact is the end goal.

  • Assess grant outcomes and impact based on established metrics and measures of success
  • Utilize outcomes to learn and improve program models and future grant-making