Services

At COR Philanthropic Strategies, we are committed to helping you turn your philanthropic vision into a strategic and lasting impact. Explore the tailored services we offer below.

Philanthropic Advising

Transform your philanthropic vision into actionable strategies with our expert guidance. We provide tailored thought partnership to individuals, families, and private foundations on strategic giving, helping you identify high-impact opportunities that align seamlessly with your mission.

Together, we’ll develop both annual and long-term strategies for your philanthropic initiatives, encompassing goal setting, strategic alignment, and thorough impact assessment. Our comprehensive grant-making budget will enable you to forecast and meticulously track your charitable contributions, ensuring that every dollar maximizes its potential for positive change.

Customized Roadmap

Create a customized giving plan that reflects your values, interests, and objectives, transforming your philanthropic vision into tangible outcomes with measurable impact.

We collaborate closely with wealth advisors, financial planners, estate attorneys, and other trusted professionals to develop tailored philanthropic strategies. Our aim is to guide you in achieving your philanthropic goals while establishing a lasting legacy for you and your family. Together, we ensure your charitable endeavors resonate deeply and fulfill your aspirations for meaningful change.

Strategic Initiatives

Engage deeply with your family, foundation staff, and board members to gain insights into your history, infrastructure, core programs, grant-making procedures, and future vision. We specialize in refining priorities through purpose-driven strategies that align perfectly with your mission.

Our approach includes curating comprehensive grant-making programs and processes—from proposal development and vetting to selection and reporting. We help establish specific goals for your initiatives, ensuring successful implementation and measurable outcomes that drive positive impact in the communities you wish to serve.

Research & Analysis

We provide comprehensive research and analysis to shape your giving strategy, whether through a broad landscape scan or targeted identification of specific nonprofits that align with your interests. Our in-depth approach ensures that your philanthropic efforts are informed, strategic, and impactful, allowing you to make well-informed decisions that resonate with your values and objectives.

Next-Gen Philanthropy

We expertly navigate family dynamics to cultivate a robust culture of giving that supports enduring generational impact. Our approach empowers next-generation philanthropists to confidently assume leadership roles, aligning their personal passions with family priorities. We emphasize collaboration and advocate for a holistic and inclusive perspective on philanthropy, enabling emerging leaders to enhance their philanthropic interests while respecting and integrating established philanthropic practices.

Equity Lenses

Incorporate a gender and racial justice lens into your giving to maximize impact in the most underrepresented and under-resourced communities. By strategically aligning your philanthropic efforts with these crucial frameworks, you can help drive meaningful change and support initiatives that promote equity and empowerment for those who need it most. Together, we can ensure your contributions foster a more just and inclusive society.

Community Engagement

For those looking to contribute their time, talent, testimony, and connections, we can uncover meaningful opportunities for volunteerism, board service, peer funder collaboration, and strategic partnerships.

Additionally, we assist corporate entities in integrating social responsibility into their core operations and enhancing employee charitable giving. Together, we can create impactful initiatives that reflect your values and engage your community in transformative ways.

Elevated Giving

We connect clients with innovative best practices across the philanthropic and nonprofit sectors. This includes access to learning opportunities, collective giving models, participatory grantmaking, and strategies for jumpstarting new initiatives. By staying at the forefront of sector advancements, we empower you to implement effective approaches that enhance your philanthropic impact and foster meaningful change.

Social Impact Investing

We source investment opportunities in social and environmental impact to amplify your philanthropic giving. By identifying strategic avenues for investment, we help you leverage your contributions to generate measurable benefits for communities and the environment, ensuring your philanthropy drives sustainable change while aligning with your values.

Nonprofit Support

At COR, we also support nonprofits in strengthening their capacity to thrive in an evolving philanthropic landscape. Whether you need guidance on board development, program design, or strategic planning, we can help.