Customized Charitable Gift Solutions.
Our services offer expert guidance and solutions to maximize impact and streamline operations. Whether you're a nonprofit seeking digital strategies or a philanthropic entity looking to optimize grantmaking, Philanthrotech is here to offer customized assistance.
Consulting Services
New Donor-Advised Fund Program
Our program offers individuals and organizations a powerful tool for strategic philanthropy. With our Donor-Advised Fund Program, you can establish your own fund, make tax-deductible contributions, and recommend grants to charitable organizations.
Philanthropic Vendor Analysis and Implementation
We analyze and recommend the right vendors and technology solutions for your needs. From vendor assessment to seamless implementation, we help you leverage cutting-edge tools for greater impact. Make informed decisions and drive meaningful change with our expertise.
Charitable Planning Education and Speaking
We provide educational resources and engaging speakers to enhance your understanding of charitable planning. Learn about tax benefits, effective giving strategies, and more.
Illiquid and Complex Assets
Our Illiquid and Complex Assets service is designed to help individuals and organizations navigate the unique challenges and opportunities presented by illiquid and complex assets in philanthropy.
Existing Donor-Advised Fund Programs
Enhance your philanthropy with our Existing Donor-Advised Fund Programs. Our experienced team provides personalized support and resources to optimize your giving. Streamline grant recommendations, fund management, and impact measurement.
Charitable Strategy and Product Design
We provide strategic guidance and innovative product design to maximize your impact. Create compelling initiatives and engaging giving vehicles to drive lasting change.
Partnership and Sales
We forge strategic alliances and drive sales initiatives to amplify your philanthropy. Expand your network, generate resources, and create lasting change.
Charitable Trust and Charitable Gift Annuities
Non-Profit
Consulting Services
Strategic Gift Planning Services
Philanthrotech assists non-profits in developing short and long-term strategies, plans, as well as setting strategic priorities and goals to achieve their fundraising mission and vision. Philanthrotech helps organizations create effective fundraising strategies, policies, new donor and stewardship campaigns, marketing, and coaching.
Gift Acceptance Policies
Philanthrotech provides guidance on existing or new Gift Acceptance Policies that focus on a wholistic approach across all charitable gift-types (vehicles) and assets (real estate, private businesses, and other unique assets. This includes compliance and governance best practices.
Endowment and Fund Management
Philanthrotech will review Endowment/Fund management, create and track Standard Operating Procedures, recommend process and vendor improvements while developing frameworks to improve staff efficiencies.
Marketing and Communications
Philanthrotech will review existing and develop new strategic marketing goals and plans, branding strategies, and online and social media communication campaigns to increase awareness and engage stakeholders.
Organizational Capacity Building
Strengthening internal systems and processes, improving leadership and staff development and training, and enhancing organizational effectiveness.
Technology and Digital Transformation
Assessing technology needs, recommending solutions, and supporting non-profits in adopting digital tools for efficiency and impact.
Policy Consulting
Assisting non-profits in developing strategies, policies, and navigating the compliance and regulatory concerns of non-profit fundraising.
Collaboration and Partnerships
Facilitating partnerships, coalitions, and collaborative initiatives to maximize impact and leverage resources.