Services

Help make the world a better place. Give your money away well.

Giving your money away well means - fulfilling for you and beneficial to the communities and causes you care about. Through a thoughtful, exploratory journey, we will build a philanthropic roadmap directly connected to your purpose. We will start by finding your WHY, developing your HOW, and clarifying your WHAT. We will then create a personalized philanthropic roadmap, and depending on your needs, we can also assist in the execution, revamping, or launch of your philanthropic giving.

Select from the service offerings below or contact us directly for a personalized scope of work.

Start with a free, confidential, no-obligation 30-min call to determine the right fit for you.

Find your WHY

For a truly fulfilling philanthropic journey, it is essential to connect your giving to your purpose, beliefs, values, and interests. To do so, begin with your WHY and then proceed to the HOW and WHAT of your giving. Let me be your partner and help you “FIND YOUR WHY” based on the Sinek, Mead, and Docker method.

Develop your HOW

Define the core values of HOW you will operate and explore different approaches to giving. Learn about best practices in philanthropy and think creatively to develop an effective, impactful, and fulfilling giving approach connected to your values. Develop a respectful listening and learning journey, consider your desired level of engagement with the community, and determine how you will show up in alignment with your values.

Clarify your WHAT

Once you know your WHY and your HOW, it is time to connect to your interests and causes and create your philanthropic roadmap to help create the change you want to see in the world. Let me help clarify your WHAT, understand root causes, develop a theory of change, and a strategy to implement your giving and achieve your philanthropic goals through your heart hustle.

Philanthropy Roadmap

Are you at the beginning of your giving journey and need an experienced thought partner to help create a connected roadmap from WHY to HOW and WHAT so you can give your money away well? Let SJL Advising be your guide. Together we will create an implementable strategy and plan for meaningful giving.

Strategy Development

Are you already giving, but want to be more strategic and impactful with your philanthropy? Do you want to revamp or expand your giving to be more effective and aligned with best practices in the field? Take a step back, evaluate, and intentionally design your giving strategy. Let SJL Advising help you develop and execute a purposeful plan to strategically guide your giving in alignment with your purpose and values.

Science Philanthropy

Do you want to catalyze breakthrough science or invest in an area of medical research but are not sure how to fund science? Do you want to fund basic science research, applied science, development, innovation, or have no idea yet? Science research giving requires a specialized approach. Let the experience of SJL Advising be your guide.

Facilitate Convenings

Defining an Organization’s WHY

Hosting a Topical Learning Charette

Creating Big Idea Hackathons / Science Sandboxes

Grantee Cohort Convenings

Other

Sourcing & Vetting

Generate a Strategic Matchmaking Menu of Opportunities

Create Listening & Learning Opportunities

Perform a Landscape Scan/SWOT analysis

Craft and Run an RFP -(invited or open)

Other

Running RFPs

Design and Run a Request For Proposals (RFP)

Identify Reviewers and Manage an Equitable Review Process

Define a Portfolio of Fundable Projects

Other