Your Action Plan
Reach for the sky
The start of the journey
Developing your action plan
Before considering the type of organization and project to get behind, we will draft an action plan based on our conversations and your goals and passion.
You may well have a vision and idea of how you wish to invest. Our job is to articulate that in a structured plan that we can action, is transparent and free from jargon.
The aim is to ensure your goals are met within an agreed budget and in a specified timeframe.
Trust And Rapport Is Everything
It is essential to have rapport and trust in the philanthropy advisor you are working with. Perhaps it’s stating the obvious, but a strong relationship is built on trust and mutual understanding.
To build that trust and understanding, it’s important to really get to know each other.
Working together developing a philanthropy strategy can be intense and personal.
We need to understand what your passion is, your motivation and how your family and colleagues view philanthropy.
As John Abbey leads on philanthropy, you will get to know exactly what makes him tick and why he has devoted his life to making a difference.
From walking across Africa in the 1980s to running his on consultancy that recognises the importance of impact, transparency and trust.
Preparing Your Action Plan
The most important aspect of our work as wealth advisors is to help you make the right decisions, by providing you with in-depth understanding and accurate data on the area or cause you are concerned about.
We will assess how organizations are currently tackling the problem; what works and what doesn’t. The impact of local and central governments, and exactly the type of project or initiative that will make a significant difference.
We want to make sure the result of your philanthropy has a lasting impact, and reflects value for money, so it will be feasible to scale up by yourself or others
What we will do
- Discuss why and what you wish to support
- If you or your family are unsure what to support we can help in that process
- Discuss possible options based on our experience
- Prepare a draft document outlining your key goals
- Develop a comprehensive action plan
- Research and identify projects to support