Services

Global Philanthropic is a worldwide group of strategic management professionals providing a diverse range of specialist services to the philanthropic sector.

Through our advisory services, we help non-profit organisations obtain the resources they need to meet their most ambitious development goals.

Our Giving and Wealth Strategies Services assist a range of high net worth individuals to develop focused strategies for giving.

Consultancy

Global Philanthropic provides clients with research-informed advice to devise their funding strategies and to guide them in their decision-making processes. Advice is provided on a range of critical issues such as leadership and organisational development, institutional planning, donor relationship management, market positioning, volunteer development and project planning. We also provide bespoke advice and coaching for senior staff and volunteers, either on an ad-hoc basis, or for a specified number of days over a set time period.

Organisations are obtaining an increasingly substantial share of their support from abroad, requiring them to acquire specialised local expertise for each region. Global Philanthropic has a unique capacity for helping clients reach their high-value prospects and manage their key relationships across diverse countries and cultures. Where conventional methods are less effective, we provide country-specific strategies and help with execution. This often takes the form of representational services and provides a cost-effective solution for clients wishing to reach out to new prospects and develop new markets.

Successful campaigns are like precision timepieces with all of their parts moving in synchrony to achieve a single goal and to develop the individual potential of every donor. This in turn depends upon the preparation that has taken place before the actual fundraising begins. The first step in planning for a campaign is usually a feasibility and planning study, which is a form of empirical market analysis involving confidential interviews with potential high-net-worth donors and volunteer leaders to test the attractiveness of the campaign, evaluate potential sources of support, and identify key supporters and leaders.

Building a concise Case for Support that captures the spirit and ambitions of the organisation, is among the more challenging aspects of institutional development, especially when appealing to donor prospects across different countries and cultures. Through high-level interviews, literature review, and group sessions, Global Philanthropic assists clients with distilling their vision and the opportunities at hand into a compelling argument for financial backing, which has the support of the various stakeholders within the organisation.

Global Philanthropic provides expert assistance to clients at every stage of a campaign: from development audit and feasibility study; through prospect research and campaign design; to volunteer recruitment, lead & major gift solicitation, and public appeal; to post-campaign assessment. Our Advisors have extensive first-hand experience at running campaigns and can ensure that realistic goals are set, leadership boards are well constructed, and that sound plans are developed and executed, ensuring a successful and rewarding outcome.

It is an axiom of development that what happens before the fundraising begins is more important than the fundraising itself. To help clients examine the strengths and weaknesses of their operations and determine the tools and skills needed to achieve their goals, Global Philanthropic performs strategic fundraising assessments. These involve interviews with key leaders and volunteers and detailed analysis of related internal structures and systems. In addition to an objective assessment of potential, the client receives a clear strategy with specific recommendations for improvement and a draft case for support.

For organisations that are just getting started with a systematic development programme, Global Philanthropic ensures that they get off on the right foot, by advising on the best structure for positioning it within the organisation to support the other functions. We also provide the tools, training and guidance to managers and staff.

This critical area of advisory service is available to help organisations leverage their networks of influence, firstly by developing their volunteer boards (governing and non-governing) in more strategic ways, and secondly by mobilising them to work on behalf of the organisation. Global Philanthropic provides training and advice to organisations and their leading volunteers on issues involving board dynamics, volunteer leadership, fundraising, and strategic construction and maintenance. This is typically undertaken through a process of interviews and bespoke training.

Giving & Wealth

Global Philanthropic's Giving and Wealth Strategies provides individuals and organisations personalised advice on maximising the impact of their charitable giving. Our advisors- all former professional fundraisers -- know that making effective charitable donations is not an easy task; there are a multitude of good causes and the motivations for giving time and money can be complex, personal, and emotional. Our approach, therefore, starts with the donor. Our services are designed to help our clients refine and articulate their philanthropic values to ensure their giving of both time and funding makes a meaningful impact.

We work closely with our clients' financial and legal advisors, but our services focus solely on philanthropic advice and guidance. We do not provide financial, investment or legal advice. We work with the utmost discretion to respect and protect our clients' privacy.

Giving and Wealth Strategies is part of Global Philanthropic, which has worked with leading international non-profit organisations, philanthropists, and private foundations around the world for over seven years.

Research & Resources

Global Philanthropic Research provides fundraising and prospect research to organisations seeking funding – either via Global Philanthropic consultancies or directly.

The most common types of research we do include:

• Fundraising Strategy — e.g. research to help preparation of Case for Support
• Known Prospects — e.g. finding out more about a donor known to you
• New Prospects — e.g. new donor acquisition
• Sector Research — e.g. background information and trends

Research Types include:

High net worth individuals
We can provide brief or in-depth profiles on high profile and high net worth individuals including wealth, business and social connections, and examples of philanthropic track records.

Company profiles
We have expertise in producing company profiles in a particular industry or geographical location to identify potential sponsorship partners. Our profiles include contact information, financials, key personnel, and outline community giving and sponsorship criteria.

Trusts and Foundations
We can identify national and international grant-making trusts and foundations. Our profiles include contact details, grant giving criteria, exclusions, trustees, and examples of previous grants.

Industry research
We can provide an overview of lucrative industry sectors and reports on key companies and trends. Our Research Unit has access to a wide range of international resources and useful free information for fundraisers. If you would like to arrange someone to contact you about this service please click here to fill in our form.

Global Philanthropic Research can provide training in fundraising/prospect research for your staff either one-to-one or in a group.

This might include:

• how to profile known individual prospects identifying wealth, philanthropic track record and networks
• finding new individual prospects once you have exhausted your known prospects
• identifying companies who may be interested in sponsoring your organisation
• researching trusts and foundations that may make grants to your organisation - both at home and abroad
• Asian prospect research

We run five modules which are:

1. Introduction to Prospect Research
2. Identifying and Researching Known Prospects
3. Finding Lost Donors and Alumni
4. Profiling Individual Prospects
5. Identifying New Corporate and Trust Prospects

Please note these modules are offered as a package or individually, but Module 1 is a pre-requisite.

If you would like to arrange someone to contact you about this service please click here to fill in our form.

Global Philanthropic Research provides a database screening service to identify the best prospects sitting on your donor database.

We are continually adding to our own database of 5,000 individuals who are high net worth, philanthropic or high profile. By a simple process of name and address matching we can provide you with a list of warm prospects who may be able to give at a higher level and form the basis of a major gifts or bequests programme - or simply candidates for "upgrading" as donors.

Options:
The basic cost of the screening depends on the size and condition of your database but prices start at NZ$500+GST.

Further results can be presented in the following formats:

Match List:
Excel spreadsheet with name, address and description of match.
Short List: As above + wealth and/or philanthropic track records.
Profiles: Basic or full profiles including information on family, education, directorships, wealth, philanthropic track records and networks.

Requirements:
An extract of you database providing Name, Surname, Address1, Address 2, Address 3, City and Post code should be supplied in Excel or CSV format.

Confidentiality:
Confidentiality agreements are signed by both parties in advance of the provision of data.

If you would like to arrange someone to contact you about this service please click here to fill in our form.

Our philanthropic research service is for those who need assistance with decisions about philanthropic giving, corporate social responsibility and evaluation. Whether you are a grant giving trust with a desire to be better informed about your recipients, or a company wanting to be more strategic about corporate sponsorships, our specialist research service can deliver fast, cost effective results.

Some of our recent assignments include:

• A range of projects for the National Strategy Group on Philanthropy on international trends in individual giving, the global evidence for the influence of tax incentives on philanthropy and on Payroll Giving.
• A scoping study on funding of environmental organizations in New Zealand followed by a survey focusing on philanthropic trust funding.
• Annual evaluations on grantee of organisations who were recipients of major grants from a major grant making trust
• Corporate Community Involvement trends, and a range of projects including investigating competitors budgets for a NZX Top 50 company
• Overview of charitable sector in Singapore

If you would like to arrange someone to contact you about this service please click here to fill in our form

If you are looking to invest in a new database, your organisation will need to know the names of the major providers, the systems they have developed and which would be the best for your organisation to shortlist as a potential solution. This shortlist will be dictated by your budget, process requirements and IT platform.

To help you with this, Global Philanthropic Research offers general fundraising database consultancy and a Fundraising Databases Review publication. The latter is an independent assessment of 6 of the major players in the fund raising database market in Australasia. These include:

• DonMan from Donor Management Pty Ltd
• esit ThankQ from esit Pty Ltd
• Fundraiser Professional and Fund raiser Express from Infosoft Ltd
• iMIS and Open Alms from Advanced Solutions International Inc
• Raisers Edge from Blackbaud Pacific
• Focus on Fundraising from Focus on Fundraising

Systems to be included in upcoming versions include e-Tapestry, MAILman, CiviCRM, Tessitura, TotalView and Tectura.

The review covers information relating to all current and future aspects that should be considered when choosing a new provider:

• data structure for recording, tracking and reporting on your organisation’s fundraising activities
• ability to meet the needs of staff in different roles and locations
• IT platform (hardware and software) and minimum specifications required for successful data conversion and implementation
• other technical issues like security and ability to integrate with other systems eg. accounts department software.
• costs for set up, upgrades, training and ongoing support

Strengths and limitations will be identified along with recommendations relating to budget and organisational needs.

To order : This report is available in hardcopy only. Please fill out the form on our Contacts Page including billing address, delivery address (if different) and purchase orders if necessary.
We will despatch the report with an invoice for $625+gst (p&p included)

Executive and Staff Recruitment

Recruitment of talented and capable fundraisers is often one of the biggest challenges that our clients face.  If fundraising teams do not have the right skills, capabilities and commitment, their fundraising strategies will fail.

To help, we offer our clients recruitment services including guidance on role specifications, targeted executive searches, and selection.  Our expertise is in key roles which require experienced development professionals with excellent leadership capability. 

Our global position in a niche market means that we are able to identify potential candidates and explain the scale of the role and the ambition of the fundraising strategy.  We are also well placed to evaluate potential candidates’ skills and experience and advise clients on suitability.

Training & Conferences

Bespoke fundraising and management training is available at all levels within the organisation; from a targeted workshop on the strategic use of volunteer boards, to private coaching sessions for senior leadership on major gift solicitation, to hands-on training for professional development staff.

Click here to see a full list of our Training programmes