FOR DONORS
DONOR ADVISING
Give strategically, give intersectionally, and give with lasting impact.
Philanthropy is a reckoning of the head and the heart. We must listen to those with on-the-ground experience to recognize the true North Star and commit to sustainable impact.
Our Process
01
Where You've Been
We look at your giving history so far. We review your giving, including any DAF or private foundation, through equity, gender, and intersectional lenses.
02
Where You Want to Go
We set clear goals for the next three years. We turn your vision and priorities into a plan, setting horizons and strategies for long-term impact.
03
Strategies to Get There
We map the landscape and clear the way. We identify strategies, roadblocks, next steps, and vetted organizations to support.
04
Put It in Practice
We help you build the relationships. Be as upfront or as behind the scenes as you like. We do the due diligence and can make the introductions for you.
Ways We Work with Donors
Philanthropic Advising & Analysis
Make your DAF or other funding work harder for justice. • A review of your DAF, foundation, or personal giving through an equity lens • Aligned grantees and movements to support
Tailored Giving Dockets
Vetted giving recommendations built around your values. • Research across your issue areas • Vetted organization recommendations • Updates as the field changes
Custom Giving Plans
Giving plan design and analysis for a strategic, values-aligned practice. • One-year or multi-year plans • Horizons and strategies for long-term impact • Trust-based and participatory grantmaking • Racial justice and feminist principles built in
We can also support you with c4 giving through Funding 4ward.
Ready to give with purpose?
FOR NONPROFITS
NONPROFIT OFFERINGS
Get ready for DAF donors and philanthropic advisors, and get on their radar without cold calls.
Are You Ready?
TIER 1
For organizations getting started with DAF donors. Includes: • Website audit for DAF readiness • Organizational profile for philanthropic advisors • 75-minute call with a DAF fundraising expert • Website audit for DAF readiness: What to add or change so giving from a DAF is easy. • Organizational profile for philanthropic advisors: A short paragraph advisors can share with donors. • 75-minute call with a DAF fundraising expert: Six fundraising strategies, applied to your organization. Starting at $750
TIER 2
For organizations ready to meet new funders. Includes: • Website audit for DAF readiness • Organizational profile for philanthropic advisors • 75-minute call with a DAF fundraising expert • Readiness to cultivate advisors and funders • Prospecting 5 to 10 targets • Website audit for DAF readiness: What to add or change so giving from a DAF is easy. • Organizational profile for philanthropic advisors: A short paragraph advisors can share with donors. • 75-minute call with a DAF fundraising expert: Six fundraising strategies, applied to your organization. • Readiness to cultivate advisors and funders: Preparation so you're ready when introductions come. • Prospecting 5 to 10 targets: Warm connections to advisors and institutional donors. Starting at $4,000
Get Set
Go
TIER 3
For organizations ready to make their case to funders. Includes: • Website audit for DAF readiness • Organizational profile for philanthropic advisors • 75-minute call with a DAF fundraising expert • Readiness to cultivate advisors and funders • Prospecting 5 to 10 targets • A funder briefing, planned and run by VIVA • A segmented prospect list based on RSVPs • Outreach support • Website audit for DAF readiness: What to add or change so giving from a DAF is easy. • Organizational profile for philanthropic advisors: A short paragraph advisors can share with donors. • 75-minute call with a DAF fundraising expert: Six fundraising strategies, applied to your organization. • Readiness to cultivate advisors and funders: Preparation so you're ready when introductions come. • Prospecting 5 to 10 targets: Warm connections to advisors and institutional donors. • A funder briefing, planned and run by VIVA: In person or online, with follow-up afterward. • A segmented prospect list based on RSVPs: Attendees sorted by type of funder. • Outreach support: Help following up after the briefing. Starting at $20,000
Every package can be tailored.
FOR FOUNDATIONS
FOUNDATIONS & FUNDERS
Training, research, and field-building for foundations, funds, and giving circles.