Day-to-Day Responsibilities
Helping donors clarify their giving goals, values and the causes they care about.
Researching non-profits and social programmes to assess their credibility and track record.
Designing giving strategies, including how much to give, over what period and through which vehicles such as direct grants or a foundation.
Conducting due diligence on prospective grantees, checking their governance, finances and programme results.
Recommending how to structure gifts, with attention to legal and tax considerations, and bringing in specialist advisers where needed.
Setting up monitoring and reporting so donors can see what their money has achieved.
Advising corporate and family foundations on grant-making policy and portfolio review.


