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About Us

Educating and Advising Philanthropists, Foundations and Families around the world since 2002

A NOTE RE: COVID-19. As with most other educators and advisors, our services are available on-line.

A NOTE RE: Equity. Our long record of writing about and teaching “philanthro-ethics and equity” may prove helpful as we respond to the challenges of economic and racial inequities.

We know that there are many new and urgent pressures on funders and foundations at this time, and we are happy to help think through which responses are correct for you.

Institute for Wise Philanthropy is a niche philanthropy advisory and education group; our expertise is “knowledge”; our competencies are in strategy, evaluation, and funder education.

We help individuals, families, and foundations to make better and wiser choices about their philanthropic resources. We believe philanthropic grantmaking should align with the values, culture, and priorities of the funder[s], be effectively invested in recipient organizations and ideas, and be informed by thoughtful and educated decision-making.

While our clients have been quite diverse, our funder education services have been used by foundations, wealth management firms, and other grantmaking organizations of all sizes – from the very largest to many much smaller. Our advisory clients are primarily middle-sized and smaller funding organizations and foundations, and high net-worth families.

We accept NO fundraising or development contracts; nor do we provide management, legal, or investment services; nor do we accept retainer contracts.

We invite you to contact us to help you develop an educational workshop for your board and staff or to customize your grant-making strategies, better engage your family, staff and board, and make a difference as a funder in ways that reflect you.

Memberships: Exponent Philanthropy; WINGS-Worldwide Initiatives for Grantmaker Support; WRAG-Washington Regional Association of Grantmakers; AEA-American Evaluation Association; NSA-National Speakers Association/Global Speakers Federation; NNCG-National Network of Consultants to Grantmakers