FOUNDATIONS AND ENDOWMENTS
Many not for profits and businesses are choosing to restructure and broaden their traditional investment models to include the establishment of Foundations, Trusts or Endowment funds designed to provide better accountability, diversification of income and the ability to scope and plan outcomes based by revenue stream.
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We can help you on through the full journey of working with your legal and finance advisors to select the appropriate governance and commercial model, develop an operational and strategic plan to support the change process and ensure the relationship between the different elements of your structure are aligned with your core business goals. Establishing a new entity for investment can require a whole of business governance and strategy review, or can simply be an extension of your existing offering to new investors.
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We can also work with your marketing, storytelling and communications teams to ensure that your new entity is well positioned in the market.
FUNDS AND INVESTMENTS
We work with both businesses and not for profits to design and implement new investment structures, fund set ups and investment vehicles to enable investment from private individuals and major donors. We can work on capital raising strategies, asset management, sustainability and planning to ensure the lifespan and ongoing sustainability of your fund.
IMPACT AND EVALUATION
Defining and articulating the impact of your charity, community initiatives or partnerships can be a challenging process which might require a fresh pair of eyes. We work with your finance, engagement and project delivery teams to help design impact frameworks which can be quickly implemented and are a sustainable mechanism for your organisation to build a reliable impact and outcomes-driven measurement system.
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How you use this information next is up to you! We can continue to join the dots with your fundraising, comms and marketing teams to ensure your stakeholders are seeing and hearing the right messages about the value of your programmes in the community.
CORPORATE ADVISORY AND GOVERNANCE
We offer a full range of corporate advisory, governance, transaction and Board support tailored to any major initiative, review or lifecycle changes in your not for profit. See "Corporate Advisory" or get in touch to discuss your particular circumstances.