OUR PHILANTHROPIC CONSULTANTS AND ADVISORS

Whether you’re launching a new private foundation or managing one that has been in your family for generations, there may come a time when expert guidance and practical philanthropic advice are needed. Foundation Copilot’s Philanthropic Consultants and Advisory Services were designed specifically to meet these needs. Our in-house Philanthropic Directors provide a one-stop resource for strategic consulting and hands-on support.

Having a Philanthropic Director readily available means you can get real-time answers to questions, build family consensus at major decision points, or engage in a tailored consulting project for a specific need.

Complimentary Philanthropic Consulting for Foundation Copilot Clients

From day one, Foundation Copilot clients have access to our Philanthropic Directors, who provide a range of complimentary services, including:

Strategic, Fee-Based Philanthropic Consulting

For more in-depth support, our Philanthropic Directors offer customized engagements, such as:

The Foundation Copilot Difference

While you could work with an outside philanthropic consulting firm, Foundation Copilot offers a unique advantage: we administer thousands of foundations and understand what works in practice, not just in theory. Because we know your foundation and your goals, our recommendations are tailored to your unique needs, operations, and capabilities. Unlike traditional consulting firms, our focus is your satisfaction and impact not billable hours so you receive clear, actionable strategies that get results.

Questions to Ask When Considering Philanthropic Consultants

When evaluating a potential consultant, it’s important to ask questions that explore not just their experience, but also how well they align with your organization’s culture and goals.