Case Studies

Analysis

Due Diligence

Effective philanthropists demand an in-depth understanding of the strategies, governance standards, and impact of the organizations they consider supporting. To meet these needs, we go beyond publicly-available data to investigate an organization’s track record, finances, capacity, and human-resource capabilities. We bring rigor to due diligence and provide an independent and, if desired, anonymous examination of nonprofit organizations. This research creates a clear picture of results that can be expected to inspire confident decisions and informed donations.

Program Evaluation

Understanding how a grant program’s process and strategy can be improved is a crucial component of effective philanthropy. Our approach to designing research projects serves clients who want to know that their contributions are making a difference. Whether evaluating an internal grant program or a grantee, we develop a methodology that measures results and ensures it matches the intended goals.