In complex organizations, it can be difficult to gain alignment around future direction and how that direction relates to fundraising priorities.

This workshop with a wide variety of key stakeholders will gain alignment around current positioning, desired future positioning, the methods to achieve success and obstacles standing in the way.

A clear roadmap will identify how you currently deliver on your brand promise and key areas of strength. Looking ahead, it will identify how your future state will deliver on your values and purpose, including the niche you wish to fill and how you wish to be viewed by internal and external stakeholders. It will then contrast the desired future state against the proposed opportunity, including potential partners, perceived obstacles, the potential impact and the emotional ties with donors.

The workshop report is a valuable tool for gaining focus and insight for the Case for Support.

In advance of launching a Capital Campaign, it is prudent to test your priorities for philanthropic giving in the marketplace through a Planning Study. The vehicle for this is the Case for Support.

Our highly experienced case writers will work with you to uncover the urgent and compelling reasons that would motivate a donor to support your case. Through document and website review and personal interviews, the text will be developed in donor-centred language, placing the donor at the forefront of the narrative. The donor will see what impact will be achieved through a gift to your project.

Design elements will be added to bring visual appeal to the narrative.

Assess your case against industry best practices and identify opportunities to enhance resonance, urgency and inspiration.

Get a detailed analysis and recommendations for improvements of both text and imagery.

PDF:  Philanthropic Cultural Perception Audit

The Cultural Perception Audit™ of Advancement Best Practices is a survey tool developed by Global Philanthropic  to assess organizational culture around fund development practice. We know from direct experience those organizations that exceed the norms and receive transformational gifts have fostered a culture of philanthropy and support that capitalizes on and leverages the goodwill of internal and external stakeholders, including the Board and executive leadership.

The goal of the Cultural Perception Audit is to understand exactly how well you are positioned with internal audiences, examine stakeholder readiness for personal involvement and identify the strategic implications for moving your fundraising to the next level. The overarching questions  are: How strong is the culture of philanthropy in your organization? Does your leadership understand their roles in building and sustaining a culture of philanthropy? Do your key internal stakeholders truly understand what they  contribute to your organization’s success?

The audit survey tool has been adapted for online delivery, so the process targets senior leadership, members of the Board, development staff and the administrative and program leaders.  The audit can measure comparisons between an infinite number of members of  10 different stakeholder groups.  We ask the target group to consider nine key areas of advancement practice: Leadership Environment; External Environment; Fund Development; Alumni/Stakeholder Engagement; Marketing & Communications; Constituency Analysis; Program Maturity; Resource Availability; Institutional Culture; and Community Perspective.

For each of the 10 best-practice statements per area, respondents will be asked to consider, “Do we operate this way?” and “Should we operate this way?”  We obtain a snapshot of the culture of philanthropy along four lines:

• Perceptions: What do your key staff and volunteers perceive about the organization’s development and fundraising program?
• Alignment: Are there perception differences between key individuals and segments? Are there cross-institutional differences?
• Knowledge: How well do your staff and Board members understand fund development,  engagement strategy and their role in facilitating private investment?
• Gaps: How significant are the gaps between perception, best practice and performance?

The data is  analyzed and presented in graphic and text form, identifying perception gaps in a targeted manner.  This audit is particularly useful in identifying knowledge and communication gaps and  targeting training and staffing needs.

The Internal Audit and Readiness Assessment is a powerful decision-making tool.  It provides an in-depth opportunity to examine your fundraising program thorugh ‘high-impact’ philanthropy and helps you understand what your team and your organization  need to do to raise more money.

We look at everything:  governance and operations; Board and senior management team engagement in fundraising; and how to make fundraising decisions that drive your organization forward.  The audit looks at strategy and operations; how fundraising programs fit together and what goals have been set and how they translate into operational plans.

We look at your fundraising program performance: the metrics, dollars raised, R.O.I., the balance of performance across the spectrum,  which programs drive the most money through the door and enhance donor relations and stakeholder engagement.

We also look at staffing and people — paid and unpaid – and whether you have the resources you need to do the job.  How is the case for support set and how have the organization’s program priorities been translated into fundraising priorities.  We also look at your organization’s reputation and culture and how you are positioned in the community.

This is a detailed tool that identifies many issues and gaps that may be addressed. What it does best is engage your organization’s leadership in thinking about what has to be done to raise more money for mission.

This service includes comprehensive document and data review; one-on-one stakeholder interviews and an optional workshop.

Identify the strength and opportunities of the existing functionality of your Development shop.

Understand the best allocation of fundraising and administration resource.s

The Stewardship Audit™ is a proprietary assessment tool developed by Global Philanthropic. It was designed in response to the growth of donor relations and to the greater sophistication of donors as informed philanthropists and their increasing scrutiny of the outcomes of the organizations they fund.

We interview your existing donors to uncover perceptions around how their donations have been handled and the outcomes  they believe they are making possible.

The process of checking in with your major donors is as important as the findings we uncover. This process  demonstrates your organization is fulfilling its fiduciary responsibility to deploy funding as the donor intended, and encouraging future donations.

Our Philanthropic Naming Assessment is an ideal tool to value and name facilities or initiatives to honour and recognize donors. Through a rigorous methodology, we help universities, hospitals, museums and other non-profit organizations plan their philanthropic naming strategies for new buildings, existing spaces and special programs.

We work with you through our unique and structured framework to design a visual inventory and listing of named spaces to help you maximize your donor recognition and fund development support.

This assessment strengthens your relationships with major donors and offers opportunities for tangible recognition. Aligning the naming strategies with fundraising and campaign goals ensures your gifts will be recognized consistently.

Develop more effective information gathering by assessing your data management methods and strategies against your goals.

We evaluate and recommend enhancements to your current data management processes and technology practices against best practices, including a needs analysis for current and future fundraising programs.

Implement or upgrade a customer relationship management (CRM) platform best suited to your fundraising strategy.

We undertake project management of the selection process, including sourcing, evaluating and recommending the best fit for your organization. We act as your CRM champion through implementation of an upgrade or new system.

Sometimes, having someone else manage the campaign is easier than having a campaign advisor.  We can provide you with an experienced capital campaign director to function as the “staff” lead on the project. This person is the go-to decision-maker on all campaign implementation matters, supervises other campaign staff and reports on campaign progress to the organization’s senior leadership .

Our Consultants can take a hands-on role to prepare grant submissions to government, corporate or private foundations. Our experienced grant writing professionals can successfully help you raise money by minimizing time spent on exploring unproductive tangents.

Drive more revenue, create reliable cash flow, expand your donor database and develop a major donor pipeline through a direct response program.

We will work with you to realize your potential with mid-level donors. Our proprietary process walks you through the design, development, and implementation of your customized Program.

A mid-level donor is a donor or prospect who has the potential to give you substantially more than their annual average gift but are not ready (or may never be able) to make a major gift.

Benefits of a mid-level  program include:

• By paying attention to this often-neglected group, you will generate a high return on investment;
• These donors want engagement with your organization, but a limited amount;
• This program will help identify potential major and planned gift donors to build your pipelines;
• It encourages loyal low-level donors to move up the pyramid.
• It improves donor retention and the lifetime value of donors; and
• It creates an opportunity to improve collaboration efforts within your organization by removing silos and becoming more efficient.

We will work with you to determine where you are in your donor pyramid and create strategies that leverage existing opportunities  in your pipeline to build an integrated giving strategy, incorporating  major giving and legacy plans.

Rather than impose a predetermined plan, we look at each client as a unique organization.  We have the experience to customize work plans and build communications strategies to grow your planned giving pipeline.

As a result, you will benefit from:

• A stronger team;
• Increased capacity to develop an integrated giving approach to planned giving;
• Delivering a donor- centred approach to giving that will lead to a life- long association with your organization; and
• An investment in the long-term  health of your organization.

Boost your revenue by converting donors to major gift donors through metrics and moves management.

Expand your major gift team by capitalizing on our major gift solicitation expertise.

Global Philanthropic is the only full service worldwide strategic fundraising and philanthropy firm with offices in Hong Kong, and will provide everything necessary to form the Foundation on your behalf.   Our proven track record in establishing foundations in Hong Kong has provided valuable assistance to many client organizations, including: St. Andrews University; University of California; University of Sussex; University of Sydney and Royal Kew Gardens.

Section 88 of the Hong Kong Inland Revenue Ordinance allows a foreign institution to raise funds, accept grants, donations, bequests and gifts of all kinds from any person, corporation, foundation or institution. It also allows for the stimulation of support of all kinds for the advancement and attainment of the objectives of the foundation. In addition, no tax is paid by the Foundation subject to the annual filing of appropriate paperwork.

In addition to foundations in your home country, setting up a foundation in Hong Kong will:

• Allow institutions to collect funds from alumni and donors across Asia within their home region;
• Enable alumni and donors based in Hong Kong to receive tax deductions for their donations to institutions;
• Make it easier for institutions to get donations from mainland Chinese as many maintain Hong Kong dollar accounts;
• Foster local connections as institutions can demonstrate its commitment to the Asia region;
• Deepen engagement as local foundations offer opportunities to participate for suitable alumni and donors; and
• Offer institutions straightforward access to money as there are no restrictions on the movement of currency from Hong Kong.

Once a Hong Kong Foundation is established, Global Philanthropic can provide ongoing administrative operation of your Foundation. The Support Services Package includes:

• All company secretary fees;
• All annual return and audit fees, provided the client follows procedures and meets deadlines;
• A registered office street address of: Tesbury Centre, Room 304, 28 Queen’s Road East, Wanchai, Hong Kong;
• Use of the Global Philanthropic board room up to 15 times per year and hot-desk up to 20 days per year;
• Processing of all donations, including delivering receipts to donors;
• Communication on all donations received;
• Monitoring the client’s Hong Kong bank accounts, provided the organization has provided Global Philanthropic with view-only access to its online accounts and/or distributes paper copies of online statements to our office in a timely manner;
• Communication with the client on all matters with regards to the Companies Registry for its company limited by guarantee and Inland Revenue for its Section 88 tax-exempt charitable status;
• Global Philanthropic will provide a detailed Policies and Procedures Manual upon signing of the contract, which will include detailed instructions for working with us on gift processing and donor communication and provides such necessary sample documents as gift remittance, official receipt, and donation forms. The client may make changes to this manual in consultation with Global Philanthropic and within reason and the limits of Hong Kong Companies Ordinance, Inland Revenue Ordinance and any other related sections of the Basic Law;
• Storage for essential financial files up to 5 cubic feet (1d x 1h x 5w).

Asian Philanthropy Strategy