Philanthropy Advising

Our team at Evolve Giving Group works together with you as an individual, family or small foundation to design and support your philanthropic giving program. Whether you are defining your strategy for the first time, looking for a more professional approach, or rethinking your giving priorities to find solutions to current challenges in the world around us, we are your partner every step of the way.


Strategy and Planning 

Strategic giving starts with a vision, an understanding of your why – Why do you give? What is the problem(s) you wish to address? What is the value you want to provide? After helping you define your approach to giving, our consultants work with you to create a strategic philanthropy program that aligns with your values, including a platform for accepting and reviewing funding requests, a decision-making process, a system for measuring effectiveness, and a tool for evaluation and planning.

Philanthropy strategy:planning


Grants Management 

Do you already have a defined approach and process to your giving, but need someone to help manage it for your family? We act as your in-house grants team, reviewing proposals, researching the issues that are important to you, and making recommendations to your board. Once grants are made, we communicate with your grantees, collect and review grant reports, and track your program.

Board Development

Do your board members understand the role they play in your foundation? Can they clearly articulate your vision and approach to giving? Do they have the tools, knowledge and insight they need to make informed decisions? We work together with you to ensure your leadership is prepared to guide your giving and meet your philanthropic goals.


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