Philanthropic Advising

Do you want to make a difference in a strategic and thoughtful way? At The Trust, you can learn about promising nonprofits working on the causes you care about and nonprofits off the beaten path. Then, together we can turn your concern into impact.

Let us create a custom philanthropic plan with you. The Trust’s program experts can help you define your charitable goals and craft a strategy to meet them. We can:

• Provide you with write-ups of suggested grant recommendations. You’ll receive information on the nonprofits that fulfill your charitable interest including their mission, program description and rationale for funding, financial health, and contact information.
• Support your grantmaking. We can introduce you to nonprofit executives, arrange site visits, and facilitate meetings of your grantees in our offices.
• Conduct charitable planning sessions. Working with you, we’ll bring together family members and other advisors to craft short- and long-term grantmaking strategies for your fund or foundation. This can also involve analyzing your past giving to make recommendations for future allocations.

Many corporations want to give charitably in a way that elevates their brand and echoes their core values. With The New York Community Trust, value-aligned companies have a partner that can help them develop a giving strategy; bolster their presence in local communities; and make grants that have an impact. A partnership with The Trust is a way to outsource professional grantmaking that is flexible, efficient, and cost-effective.

Let us create a custom philanthropic plan together. That may include some of the following:

• Run a co-branded full-service grantmaking program. For the company that wants to fund several organizations working toward a common goal, we can identify and select nonprofits; vet them and conduct site visits; administer the grants and associated paperwork; monitor and evaluate the impact of the work; and create summary reports for your company.
• Support your grantmaking. For clients already engaged in giving, The Trust can deepen your impact by introducing you to nonprofit executives, arranging site visits, and facilitating meetings with your grantees in our offices.
• Recommend organizations. For the company that has already set its charitable objectives, The Trust can produce a series of vetted grantee recommendations. This includes a summary of the agency including its mission, purpose, program description and rationale for funding, financial health, and contact information.
• Facilitate retreats. For companies new to philanthropic giving, Trust staff can host an charitable strategy planning session at your offices or ours. Together, we will identify brand-aligned priorities and goals.