Our Services

The services that we offer fall into four main categories:

We partner with non-profit organizations of all kinds – from charities and international NGOs to health care centres and higher education institutions – to help them obtain the resources they need to meet their objectives. We do this by developing practical major gift strategies that bridge the gap between vision and action.

Research

Our research uncovers invaluable information about your organization and its context in the wider philanthropic sector, so that you can take action that is based on evidence. Our research services cover two main areas: firstly we help you to understand your own donors better, and secondly we provide detailed profiling and positioning studies that help you to identify the best prospective donors and how to reach them.

Giving

We help high-net-worth individuals and foundations to make the best choices for their giving and achieve maximum impact. From charity profiles and due diligence, to engagement and strategy creation, our comprehensive philanthropy advice service gives donors confidence that their gifts are impacting the causes that matter to them.

Training

Our training aims to spread knowledge of international best practices, and to inspire and empower individuals and organisations in the application of that knowledge. We adapt the format of our training to suit our clients’ needs, and can provide everything from group seminars to one-on-one mentoring and coaching, both online and in person.

“The capabilities that Global, from the worldwide perspective, would bring to the table was very attractive to us.” Judy Macleod, Chief Development Officer, YMCA of Greater Toronto

Consultancy

Whether you’re looking to create, develop, or internationalize your fundraising and major gift programs, Global Philanthropic can help. Our extensive experience working with leading international organizations means that we can inform your decision-making and add value at every stage of the philanthropic fundraising process.

Strategic advice

Working in close partnership with our clients, Global Philanthropic provides advice and insights informed by international perspective and regional understanding. We advise on a range of important issues, including leadership and managing organizational change, volunteer development, institutional planning, donor relationship management & positioning, and board development.
Positioning and feasibility
In order to attract the maximum support from philanthropic sources, it is essential to understand and leverage your organization’s unique proposition in the context of the market. Our positioning and feasibility studies rigorously test your proposition in the market. This provides the clarity you need to focus your organization’s resources and heighten your impact.

Our positioning and feasibility studies include:
- Assessing market-readiness for major fundraising campaigns or initiatives.
- Establishing the viability of fundraising goals and timelines based on your market.
- Measuring the appeal of your case for support and funding priorities in the eyes of potential donors, including high-net-worth individuals, corporations, trusts, and foundations.
- Identifying a pool of potential donors, as well as the role and value of volunteers.
Case development and organisational priority-setting
A clearly articulated case for support allows prospective donors to understand your mission and to feel confident about the difference that they will make by supporting your organization. Within your organization, it also provides a focus for your strategic planning and inspiration and clarity for your team.

Our case development service helps you to:
- Articulate the central purpose of your organization, and its importance.
- Show clearly how philanthropic support will be harnessed to unlock transformational change.
- Identify and prioritize funding projects that are most appropriate for philanthropic support.
- Drive buy-in and engagement from key leaders and decision-makers across your organization.
- Build understanding of the philanthropic fundraising process throughout your organization.
Strategy development and operational planning
In order to reach your philanthropic fundraising aims, you’ll need a clear and considered strategy. Our major gift experts help you to identify the most effective areas for strategic development, and design clear, quantified plans in these areas that suit your organization’s context.

Whether you’re working on a new capital campaign strategy or building an endowment, we develop comprehensive fundraising strategies that:
- Map out a long-term, step-by-step path towards financial and strategic goals that are both ambitious and realistic.
- Establish annual benchmarks and measures of effectiveness, and project return on investment.
- Build fundraising and stewardship capacity, recommend financial and human resource budgets, and plan volunteer involvement.
- Internationalize fundraising, where appropriate.
Capacity assessment and strategy implementation
Your organization’s ability to support a consistent income from major gifts relies on successful implementation of your strategy. Our philanthropy consultants can help you to take action in the most effective ways, working closely with your staff and developing policies and processes that deliver on your vision.

We will work with you to design:
- Fundraising performance metrics that align with your fundraising strategy, budgeted growth and financial goals.
- Staffing structures that support your strategy and growth, including internationalizing fundraising.
- Systematic and rigorous procedures and tools for planning and assessing progress towards your goals.
- Plans for integrating all aspects of the fundraising and development function, from annual broad-base fundraising to major donor relationship building.
- Policies and procedures for gift acceptance, due diligence, and endowment fundraising that minimize risk to the organization’s integrity and reputation.
- Customized advice and coaching for leadership staff, board members and volunteers.
Out-of-country representation
Organizations are receiving an increasingly substantial share of their funds from abroad. While growth in overseas support is vital, capitalizing on it requires specialized knowledge of each target region. Given our international footprint and capacity, Global Philanthropic is ideally placed to provide practical know-how and cost-effective on-the-ground support that help our clients to expand their reach effectively across diverse countries and cultures.

We can provide:
- Region-specific, culturally-attuned strategies.
- Support and advice on how to implement international outreach.
- Representational services on the ground in target territories.
- Specialist services related to your region.

Giving

In a fundraising market that can be complex and difficult to navigate, Global Philanthropic provides philanthropists and charitable foundations with highly tailored advice on strategic giving.

We understand that directing your resources for optimum impact is not always an easy process. Our consultants begin by working closely with you to fully understand your values and interests, as well as focusing in on the specific areas where you would like to make a difference. Then, combining this understanding with a detailed knowledge of the philanthropic sector, our philanthropic experts design personalized giving strategies that maximize the impact of your giving to the causes closest to your heart.

We expect to work closely with your financial and legal advisors. Our activities are focused solely on philanthropic advice and guidance, and we do not provide financial, investment or legal advice. We work with the utmost discretion to respect and protect your privacy.

Our giving services include:

Philanthropic values assessments

Our values assessments involve in-depth consultation with you and those closest to you, such as your spouse and children, friends, or advisors, to gain a detailed understanding of your philanthropic motivations, values and aims. This understanding allows us to guide you as you navigate among the numerous fundraising requests and charitable bodies that seek your support, and to develop giving strategies that align your philanthropy with your values.
Issue and organisation evaluations

To aid you in your decision-making, Global Philanthropic can offer you comprehensively researched, concise briefings on a variety of issues and philanthropic trends. We also provide key information about the non-profit organizations that are doing work that is most closely relevant to your philanthropic aims and interests, as well as conducting due diligence on these organizations.
Governance modelling

Global Philanthropic can design or develop the strategic governance models that best facilitate the work of your trust or foundation. This service can cover all stages of the governance cycle, from defining trustee roles and identifying trustees, to providing for succession planning and training for future generations.
Application screening and awards assessment

As a philanthropist, you may receive hundreds of grant applications every month. Global Philanthropic can help to streamline the selection process, designing and implementing guidelines and procedures. We can also provide on-the-ground support to screen, assess, and shortlist applications for review by you, your trustees, or advisors. Once grants are made, our team can also monitor progress and compare final grant reports against the original proposals, giving you a concise view of the projects that you are funding.
Strategic giving impact evaluations

Trusts and foundations are under increasing scrutiny to justify their beneficial tax position by demonstrating that they serve the public good. In addition to directly supporting their recipients, they are expected to deliver further value as independent entities that can foster debate and drive wider engagement in key issues. In order to demonstrate our clients’ progress towards these expectations and their own targets, we conduct regular 360-degree impact evaluations, which include interviews with grantee organizations – their program staff, Chief Executives, trustees, those they service, collaborating organizations and competitors.

“We need professional advisers with expertise in the philanthropic sector to help ensure that our giving is being put to the best possible use.” Private philanthropist

Research

Global Philanthropic is a leading development research enterprise. We have provided research to more than 600 non-profit organizations across Australasia, North America, Europe, and Asia, including [regional project experience]. Our team of major gift specialists have experience in all aspects of philanthropic research, as well as access to a comprehensive range of cutting-edge tools and resources.

Our research projects encompass all dimensions of the philanthropic process: from insights on your existing donors to positioning and prospect research in the broader sector. The following services are just some examples of the kinds of research we can provide:

Database screening

Your donor database is most powerful when it is combined with the latest in screening processes. Our screening service gives you the information needed to deliver more value from your database, whether that involves building a pipeline of prospects for major gift strategies, or forming the basis for a new major gifts and bequests program.
Data analysis and hygiene

The structure and the processes used to organize your database are key in unlocking the power of donor data. Our data analysis service is designed to help you develop your existing systems and procedures, supported by our team of research experts. In addition, we can provide data hygiene support, which improves your fundraising results by raising the quality and consistency of data and increasing your ability to contact donors. Depending on your needs, the service can identify and verify contact details, standardize formatting and feed in national change of address details.
Philanthropic research

For individuals and organizations seeking the best giving strategies, our philanthropic research helps to generate ideas and inform decisions. We can provide information to form the basis of philanthropic strategy, corporate social responsibility policies, or recipient evaluation practices. Whatever insights you need, our team of international research professionals can deliver tailored, fast, and cost-effective results that give you a clearer picture of the complex choices available to you.

Training

Our training services are designed to engage and inspire your staff by sharing the practical skills and knowledge that are critical to raising philanthropic funds. We can provide training at every level of your organization – from fundraisers and volunteers to directors and board members – and can work with you to plan the most effective formats and group sizes, as well as key areas of focus.

For more information on how our training programs might benefit your organization, please visit our training page.