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About Us

A NOTE RE: COVID-19. As with most other educators and advisors, we are now making our services available on-line. We know that there are many 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 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.

Our contracts and fees are exclusively project-based. While our clients have been quite diverse, our education services have been used by foundations,wealth management firms, and other grantmaking organizations of all sizes. 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.

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