Client's Wish List
- Guidance
- Training
- Accompaniment
- Complete Anonymity
- In-Person Meetings
- Public Representation
Services Dietel Pickering & Partners Provided
Assessments
Values
Areas of Interest
Learning Appetite
Risk Tolerance
Availability & Engagement
Strategy development and co-creation
Research and due diligence
Custom grant portfolio
Management of grant applications and reporting
Capacity-building support for grantees
Stewardship of co-funding relationships
Collaboration with family office
Results for Client
- Protection of anonymity
- Increased comfort and knowledge
- Confidence in use of funds for positive change
- Engagement that worked with stage of life and lifestyle
- Increased time for long-range planning with financial and legal advisors
How We Can Help You
Full-Service Philanthropy
If you want to retain your anonymity and outsource your philanthropy, our services include strategic planning, customized grant-making, capacity-building, co-funding, stewardship and refinement.
Strategic Advisory Partner
If you're interested in participating actively in your philanthropy, but lack the time to dedicate to it, we offer seasoned expertise to lead you.
Case Study
Philanthropist-In-Training
If you want to learn how to become an effective philanthropist, we'll customize your education and experience until you're self-sufficient.
Multi-Generational Family Philanthropy
When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.
Resource Enhancement
If your established foundation wants to reimagine how it can create even greater impact, we can help you leverage your efforts.
“We are proud and excited about the assistance we have been able to provide to those in need and couldn’t have done it without the Dietel & Partners team. We have learned so much. Your kindness towards us and your creativity and hard work has made the process of giving fun, effective and rewarding.”