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What We Do

Customized engagements for each client.

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. 

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Individuals & Families

  • ​Guidance on selecting the right Giving Vehicle.​

  • Evaluation of previous grantmaking.​

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

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

  • 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.​

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

  • 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.​

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

Science Classroom Activity

Non-Profit Organizations

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

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

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

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

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

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

Business Meeting Discussion

Advisors

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

  • Analysis of previous grantmaking for clients.​

  • 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.​

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

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