Consultations

We offer a menu of services and advising to advance the philanthropic impact of individuals and families.

We offer private consultations, philanthropic education and networking, and philanthropic guidance and administration. For funders with a supporting foundation or donor advised fund, staff is available to provide the following services:

Gift Planning

• Clarify your values, mission, and funding priorities
• Develop a giving plan, philanthropic method, and grant guidelines
• Re-evaluate past giving in light of current goals
• Engage the next generation
• Plan your philanthrophy to secure your legacy into the future
• Receive general tax and estate planning information and get referrals to professional advisors in your area who share your passion for the Jewish community

Strategic Grantmaking

• Identify projects and organizations that match donor values, vision, and goals
• Develop granting strategies
• Research and analysis of best practices, field-specific issues and strategies, organizations and programs
• Launch new initiatives
• Evaluate grant proposals and grant outcomes
• Conduct site visits
• Convene family and board meetings
• Manage outside consultants and evaluation projects
• Develop funding partnerships and collaborations
• Convene funders in areas of granting interest; discuss best practices
• Provide expertise on international and local Jewish communal needs and strategies
• Philanthropic education programming

Fund Management and Administration

• Back office management and grants administration: nonprofit due diligence, transactions, grant tracking, communications
• Accounting, audit, legal, finance, investment management
• Bylaws and governance
• Online account access for donor advised funds

Next Generation and Intergenerational Philanthropy

• Next Gen consultancies by staff with expertise in Youth Philanthropy, tailored to the needs of individuals and families. Group and individual consultations are conducted with an eye to transferring values and helping the next generation develop its own philanthropic passion and skill
• Guiding families in talking with the next generation about money
• Models for Next Gen inclusion and engagement in family philanthropy
• Young Funders’ Forum, a networking, skill-building, and philanthropic education program for emerging Jewish philanthropists in their 20s-40s
• Leadership development, including training for board leadership, mentoring, and connection to leadership opportunities
• Jewish Teen Foundations: four regional teen boards that provide leadership training, study Jewish and general community needs, develop mission statements, fundraise, and engage in strategic grantmaking
• The Diller Teen Tikkun Olam Awards and the Diller Teen Fellows program provide opportunities for leadership, community service, Israel engagement, and Jewish education for teens
• Financial literacy training through Foundation Board involvement and workshops