Donor Advisory Services
What is it?
Vandever Batten works with donors to maximize the impact of their charitable giving. After understanding a client’s focus areas, our consultants recommend programs that best match the client’s priorities and giving interests.
What does an ideal partnership look like?
Individuals, private foundations, or for-profit companies that want their philanthropy to make a meaningful and lasting difference can benefit from our expert guidance.
How does a Donor Advisory engagement work?
We work with clients to assess their philanthropic priorities and develop a strategic plan, outlining these key components:
- Core commitment areas,
- Corresponding contributions budget,
- Proposal review process,
- Plan for corporate executive leadership involvement,
- Marketing recommendations for community involvement.
In an on-going strategic giving consultation relationship, we annually assess the client’s grant allocations and their annual impact, as well as providing grant administrative services. This process allows a client to review their return on charitable investments and to approve allocations for the next fiscal year.
What distinguishes Vandever Batten?
Focused on serving the needs of the Charlotte region, we believe that thoughtful, strategic charitable giving will have a meaningful and lasting impact on our region and the world. With both its grant-making and fund-raising experience, Vandever Batten informs and guides clients’ philanthropic efforts to ensure a great return on their investment.
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