SERVICES FOR PHILANTHROPISTS & FAMILY OFFICES

strategy consulting. Half of high-net-worth individuals (hnwi) do not have a giving strategy or budget, and nearly this proportion acknowledges that they have difficulty determining their giving priorities.

 

Our one-day, five-part strategy retreat​ provides philanthropists and family offices with the necessary foundation for clarifying, focusing, and evaluating their giving.

 

Our Open Access service provides consulting throughout the year on your most pressing questions of strategy and evaluation.

due diligence & sourcing. Over half of hnwi do not know whether their gifts

have accomplished what they intended, yet a large majority of all hnwi evaluate

the organizations they support based mainly on what the organizations say about themselves.

 

Whether you are considering a new major gift or evaluating a gift already made, PROSPERA does the analysis of an organization’s strategy, finances, management, and results that will enable you to make informed decisions. We will also identify and evaluate new potential recipients based on your strategy and priorities.

for more information, read about our approachdownload our prospectus, learn what our clients say about us, or watch our video series on strategy.