Philanthropic Advisory
Services

About Our Philanthropic Advisory Services

Strategic Philanthropy to Maximize Donor Impact

Countless organizations can benefit from your kindness. Deciding which one(s) to support, and the best way to make a meaningful impact, can feel overwhelming. Our philanthropic advisors help you explore causes that match your values and show you ways to support them both now and in the future. We don’t make choices for you. We simply guide you in creating a legacy you can feel proud of.

That’s why our philanthropic advisory services focus on turning good intentions into thoughtful, strategic action. We help our philanthropic clients and organizations clarify their giving priorities, develop sustainable plans, and ensure every gift reflects their mission and values. With Empreinte, you’ll gain a clear path forward — one that maximizes your impact while honoring the causes closest to your heart.

Tailored Solutions for Your Giving Strategy

Types of Support We Offer Our Philanthropic Clients

We provide tailored donor advisory services and guidance to create a strategic giving plan that maximizes your philanthropic impact:

Planning and Strategy

Guidance on funding priorities, refining your philanthropic mission, and developing short- and long-term giving strategies

Advice on donor-advised funds (DAFs), tax-advantaged giving, estate planning, financial plans, and charitable contributions

Donor and Nonprofit Engagement

Support for building strong relationships with board members, family foundations, and grant recipients, while implementing donor recognition programs

Assistance with identifying nonprofits aligned with your mission, reviewing 990s, evaluating organizational stability, and conducting site visits

Grants and Portfolio Management

Support for streamlining grant submissions, managing the RFP process, and developing scorecards to prioritize recipients

Guidance on diversifying giving across private foundations, nonprofits, and government agencies to maximize impact

Administration and Succession

Management of reporting, compliance, annual reports, and related administrative tasks

Guidance on multi-generational philanthropy, donor legacy planning, and succession strategies

Partnering with Empreinte ensures your giving is intentional, well-managed, and produces measurable outcomes for the nonprofit sector.

Collaborative, Tailored, Impact-Focused

Our Process for Philanthropic Advisory Services

Empreinte follows a collaborative, step-by-step process tailored to your philanthropic goals:

01
Assessment
A review of your current giving, philanthropic objectives, and target nonprofit organizations to identify opportunities.
02
Planning
Development of a clear strategic giving plan aligned with your philanthropic mission, funding priorities, and donor values.
03
Implementation
Execution of grantmaking, donor engagement strategies, portfolio diversification, and administrative support for philanthropy.
04
Evaluation
Ongoing tracking of progress, measure philanthropic impact, and refine strategies for continuous improvement.

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This process ensures your giving is thoughtful, impactful, and leaves a lasting donor legacy.

Frequently Asked Questions

More Insights Into Our Philanthropic Advisory Services

What do philanthropic advisory services include?

We provide donor advisory services, support nonprofit selection, manage the grant application process, and offer guidance on philanthropy planning and multi-generational philanthropy.

Why are philanthropic advisory services important?

They help you focus your giving on clear strategic priorities and increase your philanthropic impact. This approach builds a lasting donor legacy while supporting the mission of the nonprofit organizations you value.

How can Empreinte help with donor engagement?

We implement donor engagement strategies, build relationships with board members, executive directors, and grant recipients, and provide donor recognition programs.

Can you assist with administrative support for philanthropy?

Yes. We manage reporting, compliance, annual reports, RFP processes, and other administrative support for philanthropy tasks.

How do you support long-term philanthropic succession planning?

We guide multi-generational philanthropy, legacy building, and help integrate giving into estate plans, financial plans, and DAFs.

Partner with Empreinte to Refine Your Philanthropic Mission

We’ll help you build a measurable strategic giving plan, set clear funding priorities, and create a meaningful donor legacy. Contact us for a free initial consultation.

What Our Clients Say

“My wife and I were introduced to Empreinte Consulting by our Financial Advisor. Reworking our estate plan as we periodically do, priorities had shifted…. we required assistance in developing a philanthropic plan. We weren’t sure this type of service existed and were happy to be referred to Marc and his team. Empreinte provided the guidance and due diligence utilizing best practice standards. The team at Empreinte delivered the clarity we needed to feel at peace with our philanthropic decisions knowing we were making a true impact on important missions to us. We highly recommend Empreinte for philanthropic advisory services!”

Private ClientWilton, CT

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Philanthropic Advisory
Services

About Our Philanthropic Advisory Services

Strategic Philanthropy to Maximize Donor Impact

Tailored Solutions for Your Giving Strategy

Types of Support We Offer Our Philanthropic Clients

Planning and Strategy

Donor and Nonprofit Engagement

Grants and Portfolio Management

Administration and Succession

Collaborative, Tailored, Impact-Focused

Our Process for Philanthropic Advisory Services

01

Assessment

02

Planning

03

Implementation

04

Evaluation

Frequently Asked Questions

More Insights Into Our Philanthropic Advisory Services

Partner with Empreinte to Refine Your Philanthropic Mission

What Our Clients Say

OUR OFFICES

OUR SERVICES

OUR FIRM