We support:

Advisors

Our Value Proposition:

How we bring value to you and your clients

We assist professional Advisors like Lawyers and Tax Advisors in providing their clients with comprehensive philanthropic planning advice.

This helps you to broaden your offering and supports your clients in implementing their philanthropic ambitions tailored to their specific needs and preferences.


Our Service I:

You and your clients

Assisting you in helping your clients to find their way through the philanthropic engagement jungle and in implementing your client’s philanthropic ambitions – in alignment with their individual values and preferences – and maximize their impact.

Assisting you and your clients in showing your clients which assets are most suited to give, in which form and why (e.g. some assets may be a tax-efficient method of giving).

Anticipating the philanthropic needs of your clients by helping them to determine their most appropriate engagements and to most efficiently use their philanthropic engagement budget (time & money).

Acting as bridge between you and your clients and diligently taking the drivers seat in coordinating the philanthropic engagement process of your client: this may involve: analysis of individual values&preferences, definition of a personal giving vision, individual engagement recommendation(s) and implementation advise on the most suited philanthropic engagement option(s), as well as portfolio construction and evaluation of quality and results.

By analyzing the individual values and preferences of your client the PVA®-figure helps in finding the engagement that is most suited to your client.

Reviewing existing philanthropic engagements of your clients and aligning them with the personal giving vision of your client.

Assisting your clients in selecting the most suited philanthropic giving vehicle(s) and legal structure(s).

Advice on the appropriateness whether engaging in an existing giving structure versus founding an own charitable giving vehicle.

Support your client with value reporting on their philanthropic value added and shared value created (beyond social- and financial return).

Assisting you in organizing philanthropic know-how transfer activities and events for your clients.

YOUR BENEFIT
  • Deepen existing client relationships and open up philanthropic planning opportunities.
  • Creating a relationship builder with your clients: philanthropy can play an important role for your clients financial planning, succession planning and personal family settings.
  • Positions advisor as broad expert who can support his clients with multiplied advice.
  • Building of multigenerational relationships.
  • Keeps clients assets under advisors management.

Our Service II:

You and your strategic corporate shared value engagements

Assisting you in defining/re-defining your company values and in setting up of a corporate giving vision.

Assisting you in setting up strategic CSR activities and sustainable engagements by helping you fundamentally making it a part of the strategy of your firm.

Conduct of strategic positioning research and benchmarking.

Assisting you in maximizing corporate social integration by aligning and re-thinking your existing CSR activities with your company values and strategy.

Assisting you in defining/re-defining a balanced set of common company values and societal values and aligning your economic and social goals.

Assisting you in finding the right balance between your corporate resources, long-term business strategy and profit-objectives/economic growth as well as social expectations.

Assisting you in implementing your CSR strategy within your entire organization and finding the most suited engagements for your company: this may include: financial support/grants, investments in hybrid ventures, volunteering endeavors, partnerships with other organizations, setting up-of own giving vehicles (like setting up of an own foundation, etc.)

Supporting you in communicating your corporate social integration activities to your key-stakeholders (social accounting).

Assisting you in measuring results: e.g. reporting and disclosure on the philanthropic value added of your company. Many firms are already active in the field of CSR, but it is not clear which shared value they actually achieve.

Assisting you in capacity-building measures.

Assisting you in evaluating the pro-s and con-s of own corporate giving programs versus setting up of an own giving-vehicle (e.g. an own project, a company related foundation or social enterprise engagements).

Helping you to connect with the right engagement partners, organizations and projects.

Assisting you in setting up of philanthropic juries and advisory boards.

Assisting you in programming and coordinating corporate charitable activities.

Assisting you in setting up charitable events.

YOUR BENEFIT
  • Maintain or re-enforce your business reputation / brand image / brand differentiation.
  • Increase your competitive advantage by integrating social and environmental issues into your core business strategy.
  • Earn and maintain a social license to operate.
  • Improve your communication with your clients.
  • Interact with your environment and catalyze economic and social goals jointly.
  • Promote a sustainable business model and create shared value.
  • Create shared value on a social and corporate level – beyond financial return.
  • Attract media attention

Our Service III:

You and your employees

Assisting you in setting up of employee-philanthropic engagement programs aligned with your company values and strategy.

Assisting you in implementing corporate volunteering-programs.

The ability to contribute to larger society as part of a job is an appealing benefit and will help you attract and retain top-talent.

Assisting you in training your employees.

YOUR BENEFIT
  • Attract and maintain skilled employees.
  • Be an employer of choice.