Services

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Philanthropic Strategy

Define your legacy.

Whether you have just launched your foundation or donor advised fund, or you would now like to bring more strategy and discipline to your philanthropic goals, JH Philanthropy will work with you to identify and articulate your social impact mission and vision.

These services can include:

  • Developing a mission statement, vision and values for the foundation or family fund

  • Determining areas of strategic focus

  • Understanding the landscape of your social impact areas of interest

  • Articulating grantmaking strategies, guidelines and processes

  • Recommending a governance structure and/ or staffing plan to achieve your goals

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Grants Administration

Activate your legacy.

With your social impact goals as our anchor, JH Philanthropy will guide and manage your annual grant making by sourcing, evaluating and recommending potential grantees.

These services can include: 

  • Customizing our signature due diligence process to identify and evaluate nonprofits or programs most aligned with your foundation’s interests. 

  • Developing application materials and reporting forms

  • Identifying and communicating with prospective and current grantees

  • Soliciting proposals

  • Conducting site visits

  • Presenting trustees with analysis on prospective grantees and grant recommendations

  • Serving as the point of contact for grantees and prospects

  • Supporting the creation of your foundation’s website and materials to share your mission and grantmaking process externally

  • Collaborating with your Donor Advised Fund - JH Philanthropy is an approved philanthropic advisor with many DAF administrators, including American Endowment Foundation, Goldman Sachs, Chicago Community Trust, and Fidelity Charitable

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Strategic Initiatives

Maximize your impact.

JH Philanthropy works with clients on large-scale strategic projects such as launching a venture philanthropy fund, scaling a social impact venture, or overseeing other social impact projects.

We will work with you to bring your vision to life. These services can include:

  • Project management

  • Board development

  • Strategic planning

  • Foundation staff engagement and operationalization

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Coaching

Tap into your potential.

JH Philanthropy works with philanthropists, nonprofit executives, boards of directors and others to tap into their greatest potential. These services can include: 

  • Leadership and executive coaching

  • Team dynamics and coaching

  • Navigating family foundation dynamics and boards

  • Engagement with or activation of boards of directors

Get in touch.

If you are interested in being more strategic in your charitable giving, seeking to launch a social impact initiative, or would like to explore if philanthropic advising is right for you - let’s talk!