PHILANTHROPIC
RELATIONSHIP MANAGEMENT

$1500 Annual Planning

Philanthropy is about more than giving money — it is about pursuing goals of great personal importance. Whether you wish to establish or continue your tradition of giving, unite your business around a common purpose or contribute your own experience in new ways, philanthropy can provide a unique opportunity to enrich your business.

A charitable annual plan acts as your business plan for social responsibility.  We will help walk you through a process that will help you decide who you want to give to, manage the relationship, and provide a executable strategy and report for the year.  

  • Discovery Meeting - Questionnaire style meeting to devise your customized annual plan, matching you to organizations that align with your visions and goals. 

  • Custom Annual Plan - An annual plan will be presented that will include organizations, organization description, donation amounts, and negotiated list of deliverables. 

  • Relationship Management - Annual management with your partners, negotiating the exposure and recording follow through of the partnership.

  • Quarterly Reporting – Tracking where your company has been seen by the organization.  Measured ROI and statistical analysis.  

Annual Plan Presented to Management

Year Long Relationship

Quarterly Reporting

Match your giving to your social goals