Most people want to make a positive impact, but it’s not always easy to find the opportunities to make a real difference.
Fulcrum and Lever Consulting advises individuals, companies, and trusts and foundations on their philanthropic giving strategy to achieve the greatest impact and meet their personal or organisational goals. We also support financial advisers to meet the philanthropy needs of their clients.
We advise individuals, companies,and trusts and foundations on their philanthropic giving strategy to achieve the greatest impact and meet their personal or organisational goals. We also support financial advisers to meet the philanthropy needs of their clients.
We can provide advice on a range of topics, including:
- Framing your ideas and preferences into a robust and flexible giving strategy that allows you to stay in control of how, when, and how much you give.
- Structuring your giving, deploying philanthropic capital via large one-off or long-term gifts to help you meet your personal or business goals, which might include:
- expanding your personal and professional network
- creating positive PR for your brand or family
- Passing on a culture of giving to your children
- Emotional or spiritual fulfillment
- Connecting you or your financial adviser with the non-profit or for-profit entities that will best enable you to achieve your philanthropic goals including:
- Sourcing
- Due diligence
- Grant management
- Giving to achieve the greatest impact, using best practice metrics for monitoring and evaluation, and aligning with globally-recognised frameworks like the United Nations’ Sustainable Development Goals and the Global Impact Investment Network’s (GIIN) IRIS+ system