Philanthropic Advising
CFT’s team of experts specialize in providing expansive services to individuals, families, private foundations, corporate foundations, and businesses for various levels of charitable giving. Our team will work with you to identify your giving style and passions, as well as formulate a giving strategy that aligns with the causes and issue areas you care about most.
Services we offer:
- Build your strategy: Refine your philanthropic objectives through CFT’s GiveWisely® program
- Find the best nonprofits: Leverage CFT's network of 3,000+ area nonprofits to find grant opportunities that align best with your grantmaking strategy. Specifically, CFT can:
- Develop customized lists of grant opportunities
- Provide financial reviews of nonprofits of interest
- Measure progress: Monitor the effectiveness of grants through periodic grant report reviews. Specifically, CFT can:
- Coordinate site visits to build stronger knowledge of nonprofits
- Collect and review grant performance reports to better understand progress toward key goals
For an Additional Fee:
CFT can design and implement customized grantmaking strategies for clients that have very specific needs. Services include:
- Designing or updating grant guidelines, grant applications, and grant evaluations
- Hosting customized application processes on CFTs online grantmaking platform
- Reviewing grant applications and developing grant recommendations
- Coordinating nonprofit evaluations so client can better understand the impact of grants