What We Do

Complimentary 30-minute discovery session – let's talk about what your aspirations are! We love to learn and listen. Let’s chat about what you want to accomplish, your current pain points and how we can help. 

The Giving Audit

Let’s look at where you’re at – what are you currently doing to better your community or how do you start giving back? We’ll dive deep into your community, articulate the needs and key players, the reliable and resilient nonprofits, historical impacts, your mission, your giving platform, the structure of your donations, and what’s meaningful to you. After a thorough analysis, we’ll give you a comprehensive report of where you stand amongst your goals and your industry peers.   

The Giving Plan 

Let’s do some good! You will be matched with the best nonprofit partners for your needs and values, and receive a detailed philanthropic giving plan.  As your teammate, we’ll vet potential nonprofit partners against a matrix of attributes for ethical and effective impact. Utilizing the outcomes from your Giving Audit, the plan may include developing your overall impact strategy and platform, creating turnkey processes and procedures for developing and sustaining partnerships, training your team to be engaged and critically kind, structuring your giving with equitable impact across a regional footprint, or connecting you with the right people and organizations to achieve your goals. Additionally, Guide & Give will develop a clear measurement tool to determine the effectiveness and alignment of your philanthropic efforts. Every plan is custom to the organization and their unique needs and brand personality.

Get the Giving Going 

Maybe there’s specific needs you have when it comes to your community relations or philanthropic goals. We can support through a variety of methods including:

• In-house team training, mentorship and task management
• Proposal and application review
• Volunteer management
• Partner communication and fulfillment
• Foundation development and management
• In-kind gifts and distribution

It is our honor and fills us with great pride to help you build your ultimate gift to others and steward your generosity throughout the communities you care so deeply about.