CASE STUDY 03

Philanthropist-
in-Training

 
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Client's Wish List

 
  • Learn about a specific interest area and build confidence in what to support
  • Convene thought leaders and build a robust network of partners
  • Curate long-term partnerships
 
 
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Services Dietel Pickering & Partners Provided

 
  • Conducted research

  • Identified and vetted organizations in interest area

  • Hosted convenings

  • Designed and managed grant portfolio

  • Identified thought leaders and opportunities for highly risk-tolerant grant making

  • Seeded robust, international cross collaborations

  • Led field building

 
 
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Results for Client

 
  • Developed deep subject matter expertise

  • Gained confidence in highly-focused niche of grant making

  • Increased engagement in philanthropy and graduated from Dietel & Partners’ advisory services

  • Launched independent entity to bring work to a broader audience

“While I was hesitant to spend money that I could have given away, I found the philanthropic coaching from Dietel and Partners opened up new avenues for me. It gave me ideas on how to think more creatively and strategically, and how to engage more directly with the people and projects I’m supporting. It pushed me (gently) to set a larger philanthropic goal than I was used to, organize my giving and actually make grants. Because I’m an individual donor, it was helpful to have someone monitor my progress and keep me on task, while at the same time giving me the flexibility and space I needed.” —AR

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.

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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.

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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.

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Multi-Generational Family Philanthropy

When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.

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Resource Enhancement

If your established foundation wants to reimagine how it can create even greater impact, we can help you leverage your efforts.

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