PHILANTHROPIC ASSESSMENT, PLANNING, EDUCATION & STRATEGIC GRANTMAKING SERVICES
At Erdle Consulting Group (ECG), we believe that true philanthropic impact starts with a plan—and evolves into a lifelong practice. The Philanthropy Practice is our signature approach that sets us apart and delivers lasting value to philanthropists and their advisors.
Your Roadmap from Giving to Impact
Erdle Consulting Group develops your plan, based on an in-depth point-in-time assessment of your values, talents and needs, and recommends priority growth and implementation areas. Working together with our expert partners, and your team, we set up your way to give, how to give, where you give and who you involve - setting you up for joy and impact.
The Philanthropy Practice
Point-in-time Assessment
ECG’s point-in-time assessment consists of a review of four (4) key areas of philanthropic practice.
I. Philanthropic Identity, Values Alignment & Generational Structures and Goals
II. Operational Structure & Excellence, Governance Strategies & Decision-Making Frameworks
III. Strategic Grantmaking
IV. Impact Goals & Measurement
From the assessment, we develop a personalized plan with recommendations for growth areas that can be prioritized by meeting with your team, family, board, or advisors. ECG builds action steps for you to implement - either on your own, with ECG, our trusted consultants, community foundation, or your wealth advisory team.
Our process examines every dimension of your giving, starting with your values, interests, current practices and generational needs.
Our review looks at operational and administrative needs, governance structures (systems, processes, and decision-making tools) which are key to long-term success, family engagement, nonprofit relationships, plan implementation and impact measurement. These practices are what develop opportunities for you to have peace of mind, joy and transformative impact with your philanthropy.
We review grant making strategies, and desired impact.
We bring clarity to where you are and where you want to go. This plan can be created with your advisory team to ensure synergy across wealth planning platforms and goals.
We evaluate your practices with those of top performing foundations and philanthropies, giving you an idea of tools and models for catalytic philanthropy.
Together, we identify priority areas for action. You can choose to implement these initiatives with ECG’s ongoing support, independently, or with access to our trusted network of expert consultants.
Once priorities are established, we can bring you up to speed with the knowledge you need to ask the right questions, give independently or take the next right step as your giving evolves.
Customized Solutions for clients.
Our Products & Your Investment
The Philanthropy Practice by Erdle Consulting Group provides an expert, unbiased guide to take you quickly from giving to impact offering a unique value add for your financial, legal, accounting and investment team.
Allison's involvement in the community enables her to keep abreast of community needs and those of us who are working to meet them. Her efforts to connect like-minded people and organizations and her staying abreast of needs and emerging opportunities is very impactful. She has done a great job of connecting with the community.
- Washington Forrest Foundation Grant Partners
Allison asks great questions and serves as a true partner in our planning… she understands our work well.
- Washington Forrest Foundation Grant Partners