What are Strategic Advisory Services?
Our focus is on results.
At the core of our relationship with our clients is a shared commitment to maximize philanthropic capital to achieve significant impact. We assist clients to develop and implement sound strategies that create measurable social, environmental and financial value.
We provide deepened expertise in sourcing solutions in philanthropy to optimally structure, establish and manage Donor Advised Funds, Foundations and the wide-ranging philanthropic objectives of our clients, anywhere along their philanthropic journey.
From general counsel to grant assessments, investing advice and other more specific requests, we provide the outside perspective that can help you more effectively reach your philanthropic goals and interests.
Why Consider Using Strategic Advisory Services?
- Highly experienced from across the donor, foundation, charity and grant fields
- Appropriate advice for anywhere along the philanthropic journey
- Can be as wide-ranging or as specific as you require
- Re-engage with philanthropy and create more meaning
- Strategically move from traditional passive to impact-focused grant making
- Tailored solutions to fit your specific needs
Impact Investing
We facilitate a range of impact investment options and instruments for our clients. Our aim is to be a catalyst for foundations who seek to explore impact investing, or who wish to further their potential in this space.
Our advisors effectively aggregate investment opportunities, provide due diligence and track social, environmental and financial performance. As an active intermediary, we seek to attract other institutional investors and aspire to develop a retail market as part of an alternative investment strategy.
- Achieve more mission with your available resources
- Generate social and environmental impact and a potential financial return on investment
Our Areas of Counsel
grant/funding assessment
- Strategic Portfolio Construction
- Grantee Evaluation & Due Diligence
- Benchmarking
- Impact Measurement & Performance Assessments
philanthropic counsel
- General Advisory
- Tactical Counsel
- Strategic Planning
- Donor Agreements
- Family/Board Facilitation
- Funding Global Projects
- Legacy Building
More Information
If you have a question or would like to know more, we would be pleased to speak with you. Our focus, expertise and tailored approach ensure that any potential solution will be right for you and your philanthropic needs.E-mail bri@trypucphilanthropy.ca to learn more.