Case Studies
Wealth Advisory Firm
A personal wealth advisory firm wanted to get more involved in the community through philanthropy. There are so many charitable organizations working for good causes that finding the right ones to support seemed a daunting process for the staff.
After endless discussions with friends and business acquaintances, as well as countless hours of searching the internet, the office nearly gave up. John Evans, a director at Truepoint, commented “We thought that it was a hopeless process.”
Debbie learned of Truepoint’s frustrations and offered to meet with the office to address their concerns and provide much-needed guidance to get back on track with their desired philanthropy.
Her direction led Truepoint to mobilize around the right things — what was meaningful to them — and, as a result, over 65% of the office is now actively participating in charities.
Global Manufacturer
A global prosthetics maker wanted to be more thoughtful, intentional and strategic with their philanthropy.
Debbie and Sam led a small team through Successful Giving’s philanthropy planning model (GIVES), first identifying their philanthropy vision, mission, values and goals then narrowing their focus on a limited number of causes all related to the company’s marketplace. Successful Giving guided them through other critical choices such as their philanthropy decision process, employee engagement, the vetting of organizations to receive support and measuring the impact of their giving. Debbie and Sam even provided local organizations to consider for an employee volunteering opportunity which was a smashing success.