Case studies and testimonials
The Orangutan Project (TOP)
“Global Philanthropic worked with my colleagues and me at The Orangutan Project to develop key documents for use as promotional activities. The ability to understand our organisation, and the space we work in, was key to the document being a success. The resulting Case for Support was professional and simply wonderful—our key supporters reviewed the final document and all were very impressed. Working with Global Philanthropic was like working with other colleagues—they knew our organisation as well as we did.”
Troy Kenah, Director of Development
“It has been a delight to work with the team at Global Philanthropic. From planning to implementation, I was reassured by the clear communication, thorough and concise planning, and warm and professional manner. They assisted us with a Market Positioning Research Study, which involved contacting a number of our alumni and friends to ask them quite sensitive questions, with a view to understanding perceptions of the College and our alumni relationships. The report provided a comprehensive overview of the College’s current position, as well as a thorough list of strategic recommendations, which has already assisted the College practically in achieving our goals.
“I also had the pleasure of working with the team on creating a Case for Support for the College. They worked with a number of internal stakeholders to capture what is at the heart of our community—who we are and what Burgmann stands for. They took the time to listen to, and understand, each stakeholder’s perspective, and developed a compelling Case for the College that has provided us with a solid framework for future planning and messaging.
“What struck me in particular from my time working with the team at Global is how genuinely interested in and committed everyone is to the College’s mission, values, needs and strategy. I wholeheartedly recommend their services and have highly valued working with them.”
Sally Renouf, Principal
Global Philanthropic were quick to respond to our initial request for assistance. Pam came directly from the airport following her Christmas leave and with Ben, they evidenced that they understood our requirements and had a clear idea how to help us achieve our goals. They were agile in their approach and adapted to our changing targets. Through their advice and guidance we successfully developed a new model of grant giving and have made new partnerships along the way. We enjoyed working with the whole team and the breadth of knowledge and experience made available to us was incredible.
Global Philanthropic really helped us focus our principal gift strategy, streamlining the programme and identifying ways to engage prospects. In addition, an introduction to a new prospect led to a major gift which is incredible. Pam and Jane worked incredibly hard throughout the whole process and we are extremely grateful for their continued support.
Upon the invitation of Dr Pam Davis, President of Global Philanthropic, Europe, Cambridge Judge Business School attended Global Philanthropic’s “Talking Philanthropy” conference in London in summer 2018. The conference was extremely impressive, with a diverse mix of organisations, both for profit and non-profit, together with philanthropists, trusts and foundations.
Pam was a trusted colleague of ours, as she had previously led fundraising for the University of Cambridge, and in that capacity, she had worked closely with the business school on donor cultivation, solicitation and stewardship.
The conference offered informative talks and sessions ranging from “Solving Real-Life Fundraising Issues”, “Family Philanthropy”, Case studies on fundraising from specific organisations, among many others. The various individuals who participated offered a substantial chance for peer to peer learning and networking.
But, the seminal message that emerged from the conference for us, was the importance of harnessing the rising economic prowess of Asia to further the goals of Cambridge Judge Business School, chiefly advancing meaningful research and thought leadership and enabling more students to study at the business school, as well as learning from the management styles in Asia to feed back into our teaching programmes in Cambridge. We came away impressed with the depth of cultural knowledge that the founder of Global Philanthropic founder, Ben Morton Wright, has about Asia, from living there and founding his company there over a decade ago.
As a result, we hired Global Philanthropic to help us articulate and define the specific niche that Cambridge Judge Business School’s breadth of research, executive education and teaching offered for our alumni, advisory council members and other key relationships in Asia. Global Philanthropic then tested and sharpened our case for support through consultations and interviews with select stakeholders in China and wider Asia.
We continue to work with Global Philanthropic to position Cambridge Judge Business School’s specific value proposition to resonate and ensure deliver on mutual objectives with our Asia based stakeholders, and we find that their expertise in Asia is invaluable and unique.
Global Philanthropic were recommended to us by an industry colleague as we were keen to explore the potential around fundraising for a new capital project. The team interviewed key donors, potential donors, stakeholders and staff to understand their attitudes to the project and the organisation, and to assess what the projected income might be from a successful campaign. Our experience working with Global Philanthropic was very positive, with a clear, structured approach to the project, great feedback from our donors and staff and excellent suggestions as to the way forward. We now have a clearer idea of what the next steps would be in undertaking a campaign and valuable information to support this.
Global Philanthropic collaborated with Saffron Hall Trust on a series of Trust and Foundation Bids. The team was always professional, well prepared for meetings, and their advice was well informed.
One successful outcome was a trust and foundation bid of £100,000 over three years, the largest amount currently that Saffron Hall has received and we hope this will springboard further support from other Trusts.
We found Global Philanthropic very easy to work with and would definitely recommend them to other organisations.
Nature Kenya is 110 years old. Funding for most of Nature Kenya’s conservation comes from foreign donors. To expand its domestic funding, Nature Kenya decided to venture into high net worth individuals fundraising. This was something new that required learning on how to go about it. Global Philanthropic, led by Pam Davis, came in handy.
Pam trained Nature Kenya senior management on the high net worth individual fundraising approach. The training was very interactive and for three days we rehearsed. As a result of this, we have set up ‘Friends of Nature Kenya’. We currently have ten individuals on our list and are still reaching out to more prospective friends. Pam continues to follow up and guide us. Global Philanthropic is a trusted partner.
St Mary’s Anglican Girls’ School recently commissioned Global Philanthropic to conduct a positioning study and advise on their case statement for a proposed capital campaign. The client’s proposed capital developments address the learning needs for a future of unprecedented technological change. We are thrilled to support the School with this fundraising effort.
“A successful capital campaign requires many elements to be in place. We recognised it was crucial to assess our readiness for, and determine the scope of, our proposed campaign before proceeding. The positioning study carried out by Global Philanthropic has clearly identified how we can best move forward and engage our school community in realising the school’s vision for its second century. The Global team was always readily available with considered advice and guidance, and were a pleasure to work with.”
Linzey Allinson, Director of Philanthropy, St Mary’s Anglican Girls’ School
Two critical success factors for effective fundraising are influential fundraising volunteers, and strong and enthusiastic governing bodies. In preparation for their own upcoming campaign, MLC wanted to ensure its Foundation Committee was structured for optimal results. The College commissioned Global Philanthropic to undertake a foundation review, providing advice on different foundation models and functions, and making recommendations for roles and responsibilities, recruitment, and cohesive operations across governing bodies and advancement office staff.
“In support of our governance arrangements, Global Philanthropic was readily able to review our structures and make insightful recommendations for change. The paper was incredibly timely, exceptional in synthesising our position, and has provided much in the way of invigoration of purpose and process.”
Fiona Dickson, Director of Community Engagement, Methodist Ladies’ College, VIC
“Working with Global Philanthropic has changed the way Lake of the Woods District Hospital Foundation works with our community partners and what we’re ultimately able to deliver to the community.
Under their strategic counsel, we now operate very differently and more effectively. We have gone from a two-person shop to a three-person shop. Our transition into Major Gift fundraising is forecasting a seven figure impact on what we can do for our hospital over the next couple years. Our small shop is very lucky to have caught their eye and are thankful that they saw our potential and was were willing to take us on and lead us down this new road.
The question isn’t “Can we afford to?” The questions is “Can we afford not to?”
Jess Rheault, Executive Director, Lake of the Woods District Hospital Foundation
Read about our fundraising feasibility work with Radboud University in the Netherlands, and how we helped them answer the big questions surrounding the university’s philanthropic potential.
Download Radboud Case Study
Read about how we worked with the St Lawrence River Institute of Environmental Sciences to help them create a practical and actionable plan for a new mid-level donor programme.
Download St Lawrence Case Study
Muna Wehbe, Chief Executive for the STARS Foundation gives a talk about what makes her foundation different: through the use of unrestricted funding for local organisations, the STARS Impact Awards, as well as the use of Global Philanthropic’s Advisory.
Also included are talks from Priti Patkar, Hassan Ibrahim, and Garj Banerji.
“I needed to learn, I think the institution needed to learn, we needed to understand where we were and where we needed to be to move this forward. So partnering with Guy was very instrumental.
“Today, months later, we are definitely in a better shape than we were a year ago, because of that report and because also our ability to understand more about what needs to be done to be successful in fundraising.”
Clement Lanthier, President and CEO
King’s College London
“I think all institutions should be aware of the different cultural challenges of any new fundraising market that they are interested in exploring. For King’s College London, the advice that we received from Ben Morton Wright at Global Philanthropic has certainly been invaluable. We worked with them for many years and we anticipate doing the same for many years to come. And yes, I would recommend them to other institutions that are keen to move into Asia fundraising.”
Matt Ferguson, Associate Head of Principal Gifts
“I really like the international perspective that Global brings to its clients, and I think in the Canadian market that’s fairly unique. We’ve got a really solid report of recommendations that will give us a help to develop an action plan for moving forward. One of the things that I found particularly valuable is that they take a boutique approach to provide service to their clients. I felt that every tool that they provided us or the councils was very tailored and customised to our unique situation.”
Julie Castle, Chief Advancement Officer
YMCA of Greater Toronto
“The unique value proposition if you work with Global is the major gift expertise and the best practice. You would swear that they were staff members, just as committed to the achievement of our campaign plan as we were. We’ve had a very positive experience. It was an intense piece of work and utmost professionalism from Guy and all of his team. We really felt that they were 100% if not 110% committed to our project.”
Mridula Joyner, VP, Philanthropy and Corporate Sponsorships
“In 2007 we started planning our largest campaign to date to support the establishment of an institute focusing on immunology and infectious diseases … we decided that we need assistance in the planning of such a large campaign. But rather than appointing a consultant to run the campaign we decided to take a different approach. We wanted to work with someone who could help to upscale our team, to prepare as for this and future campaigns. We wanted an organisation that could provide strategic advice and coaching to our team, and one with awareness of national and international funding sources.”
Vicky Dodds, Director of Development
Hadrian’s Wall Trust
“We have found with several of the funders that Global Philanthropic have introduced us to that they also share that ambition to create learning and understanding around our heritage, and they are very interested in our role in terms of conservation and protection of world’s heritage.
“Global Philanthropic have been there holding our hand making sure we do the right things in the right order. So for us to bring in that capacity to help us at a critical moment in our development has been really really important, and it’s given us a great confidence actually to step into the future.”
Linda Tuttiett, Chief Executive
Birmingham Royal Ballet
“We were looking for a company that could add value to our own fundraising effort. We’d achieved a lot in a very short amount of time, and the challenge for us was how we could achieve another step-change. Having the expert advice and experience of a company like Global has been really important because they’ve helped reassure senior members of the company that the journey that we’re on will lead to a destination that will actually get results.”
Geoff Sweeney, Development Director