SERVICES
Philanthropy Advising
Philanthropy
Charters
We create philanthropy charters to guide your family or foundation’s decisions about giving.
Grant
Implementation
We design and implement grant programs on behalf of families and foundations.
Education
& Training
We help professional advisors and their clients understand charitable giving tools and how to connect with quality nonprofits.
Philanthropy
Charters
We help families and foundations establish shared giving priorities, goals, and implementation plans through philanthropy charters.
A philanthropy charter is a living document that clarifies your giving values, increases family cohesion, and serves as your “North Star” when making decisions. Charters include:
Your mission, vision, priorities, and guiding principles
An annual giving plan
Quarterly support calls following your charter’s finalization
Grant
Implementation
We design and implement grantmaking programs for larger foundations and organizations that want support identifying and evaluating potential nonprofit partners, managing ongoing operations, and distributing funds.
Focal Point
Fueling Nonprofit Innovation
Nationwide
Ongoing
Focal Point is a nonprofit that was established in the 1960s to fund cutting-edge medical research…
Philanthropy Advising — Grant Implementation
Education
& Training
We lead custom workshops and training sessions for individuals, corporate and family foundations, and professional advisors interested in strategic philanthropy.
CONTACTAre you a professional advisor supporting philanthropic families?
We can boost your client relationships through strategic philanthropy.
TESTIMONIAL“From governance to meeting facilitation to vetting grant recipients, Zadie & Co. has been the key to launching and stewarding our foundation."
Philanthropy Client