Kling Philanthropy Group brings to giving the same best practices found in the business world:
Research and Analysis – Providing donors with simple summaries of charities’ organizational soundness, effectiveness, efficiency, integrity and focus.
• Discovering and Qualifying Effective Charities
• Conducting Comprehensive Charity Evaluations
• Performing On-Site Charity Reviews
• Surveying Data from Social Service and Ministry Fields
Design – Helping donors identify areas of special interest, mapping charities operating in those areas, and planning for strategic financial support.
• Constructing Giving Profiles for Donors
• Developing Short- and Long-Term Giving Strategies
• Collaborating & Networking with Other Donors
• Reviewing Literature to Inform Gift Strategies
Mediation and Negotiation – Working with prospective and actual grant recipients to determine general areas and specific projects of mutual interest, and to structure grants that best support those interests.
• Brokering Agreements with Charity Beneficiaries
Project Management – Advising and overseeing grant recipients as they execute projects supported by the donor.
• Communicating with Charities on Donor’s Behalf
• Facilitating Charity Partnership
• Supporting Charities in Gift Implementation
Grant Administration – Implementing and overseeing the paperwork and administration that accompanies major giving.
• Preparing Gift Agreements (documenting all
conditions and expectations of grants, as agreed to by
the donor and the charity)
• Obtaining Receipts from All Grantees
• Designing and Installing Databases for Tracking
Donors’ Gifts from Year to Year
Organizational Audits and Follow-up – Tracking grants and evaluating charities’ effectiveness and competence.
• Critically Assessing the Donor’s Own Granting
Methods
• Conducting Post-Grant Impact Studies
• Conducting Focus Groups and Interviews
• Designing and Conducting Evaluations and Surveys
• Comprehensive Gift Reporting
• Developing and Improving Grant-Making Processes
Representation – Acting as a spokesperson for donors who wish to avoid the complexity, relational stress, time demands or publicity of personal involvement.
• Screening Inquiries and Managing Grant Requests
• Representing Donors (Boards, Meetings, Public Events)
• Preparing Gift Disbursement Agreements
Charity Executive Coaching – Advising charity leaders on a wide range of organizational issues.
• Reviewing Fundraising Operations for Soundness
of Operations and Mission
• Projecting Fundraising Strategies and Methods to
Maximize Future Revenue
• Assessing Utilization of Personnel and Budget, and
Identifying Potential for Greater Results
• Assessing the Charities' Value Propositions, Missions,
and Methods