philanthropy isn’t just about money, it’s about mindset

At Emergent Philanthropy, we envision a world where communities everywhere have what they need to thrive. We help clients connect with their purpose, develop a holistic approach to philanthropy and give in ways that generate new levels of social impact.

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empowering generosity, enriching communities

Whether you’re an individual just beginning to realize your potential to make a difference or are an established philanthropic organization, we provide the strategic and operational guidance that will empower you to move efficiently and effectively from intention to impact.

As partners in purpose-driven philanthropy, we specialize in guiding both new and growing philanthropic ventures through the complexities of charitable giving - from initial visioning and strategic planning to program development, relationship-building, stewardship, and impact assessment.

This is our life’s work. We are highly experienced partners who bring deep sector expertise and leverage innovative and highly relational approaches to improve the efficacy of your philanthropy. Through strategic counsel, we help you align your vision, values, and resources. We encourage you to think broadly and creatively about ways you can activate your resources (financial, social, human, and intellectual) in transformative ways.

We believe philanthropy has the potential to enrich us all. Emergent Philanthropy can help you experience greater satisfaction from your generosity through deepened connections with the partners, communities and causes that inspire you to give.

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our values

trust

Our commitment to trust is twofold: we strive to earn and maintain the trust of our clients, and we help our clients foster trust-based relationships with grantees and partners.

integrity

We operate with transparency, confidentiality, accountability, and adherence to the highest industry standards. In all our work, we do things right and do them well.

interdependence

The intricate systems that shape social change require empowerment, respect, and mutuality. We see our clients as partners sharing in a mission to benefit the greater good.

humble inquiry

By approaching each client and community with curiosity, openness, and respect, we foster collaborative relationships that yield meaningful insights and tailored philanthropic approaches.

who we serve

Individuals and Families

  • Improve your understanding of the giving landscape
  • Clarify your philanthropic interests and goals
  • Engage multiple generations in defining shared family values
  • Identify meaningful funding, partnership, and collaboration opportunities
  • Activate financial and non-financial resources in a holistic approach

Family Offices, Foundations, Trusts and Estates

  • Operationalize giving strategies that deliver on the donor’s stated goals and interests
  • Steward relationships between donor and grantees
  • Deliver required evaluation and reporting
  • Integrate philanthropy into estate plans and wealth transfer strategies

Businesses

  • Establish clear goals and commitments
  • Develop integrated social impact strategies and storytelling frameworks
  • Demonstrate business ROI
  • Create opportunities to meaningfully engage employees and other key stakeholders
  • Advance signature, enterprise-wide initiatives while supporting local, market-level partnerships

testimonial

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the Emergent Philanthropy framework

We work with you through a three-part, highly collaborative and fully-customized approach to build a holistic Philanthropic Plan.

Connecting with your purpose

We work with you to identify your values and interests, understand your desired impact and goals.

  • What change do you want to see in the world?
  • What do you need to understand about the causes you wish to support?
  • What resources will you bring to bear?
  • What giving vehicles and approaches make sense?

Moving from purpose to action

We design a set of recommendations to kick off a collaborative process that results in your tailored Philanthropic Plan—a clear strategic giving plan and related actions.

  • Where will you start? What are your immediate milestones and budget targets vs. those that are longer-term?
  • How will you identify partners and recipients?
  • What formal agreements will you require?
  • What stewardship plans will be needed?
  • What internal metrics and systems will be used for monitoring, measuring and reporting?

Learning, evolving and adapting

We incorporate continuous improvement practices to help you regularly review, rethink, and reshape your plan for maximum impact.

  • How will you assess progress toward key goals and milestones?
  • What feedback loops will you create with key stakeholders?
  • What additional data may be needed?
  • Where are your opportunities for improvement?
  • At what stages will you incorporate learnings and adapt the plan?