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All of our work is personalized to each client engagement, as we aspire to build a trusting partnership through which Pathway Philanthropic can help you accomplish your goals and chart a path to greater impact. Below are some examples of ways we have partnered with clients. 

Individuals & Families

Family hiking in the mountains

  • Guidance on selecting the right Giving Vehicle.

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  • Evaluation of previous grantmaking.

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  • Values articulation, definition of focus areas, and the development of mission statements.

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  • Creation of Grantmaking Action Plans, for various philanthropic approaches, giving budgets and timelines.

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  • Research on issue areas and funding opportunities, including guidance for clients on conducting due diligence, site visits, and innovative approaches to working with non-profits.

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  • Facilitation of various on-ramps for those interested in expanding their donor network and connections.

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  • Day-to-day management of grantmaking and back-office support for various Charitable vehicles, including solicitation of proposals, grant review process, and communication with Grantees.

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  • Navigation of multi-generational family dynamics, including facilitation of family meetings, development of a Family Giving Plan, and Next Gen coaching.

Non-Profit Organizations

Children in Science Class

  • Organizational assessment, including a “Donor Pulse Check”, with emphasis on Fundraising capabilities and strengthening positioning for present and prospective donors.

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  • Development of fundraising strategies, including proposed stewardship and cultivation of major donors.

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  • Expansion of network to strengthen connections and synergy across the philanthropic sector.

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  • Guidance related to understanding and engaging Donor Advised Funds (DAFs).

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  • Philanthropy 101 and 201 presentations, highlighting current donor insights, behaviors, and an overall analysis of the Giving landscape.

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  • Board Strategy and Development as well as Presentations on Board Expectations.

Advisors

Business Meeting

  • Practice Management workshops for advisors and firms who want to engage their clients in philanthropic conversations.

 

  • Analysis of previous grantmaking for clients.

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  • Short or long term due diligence for clients interested in specific non-profit organizations or general issue areas, including the development of Grantmaking Action Plans.

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  • Navigation of complex philanthropic ecosystem with relevant introductions made for advisors and/or clients looking to expand network.

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