Global Momenta Giving Special: Ask about special packages for giving success!
Concierge Philanthropy Advisory Services
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inter-generational and family philanthropic planning, legacy, succession
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development of inspired giving vision and social engagement strategy
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facilitation of high-level meetings for family, allied giving or investment partners
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research on sector, issue, organization or company due diligence
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wealth management and family office support of impact investment strategies
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guidance for structure, review and deployment of donor-advised funds, effective grant-making, Program Related Investments, or corporate giving programs
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social (philanthropic and/or impact) portfolio review, design, oversight
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monitoring measurable social returns on investments (SROI)
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compliance support & reporting (B-Corps, GIIRS, IRIS, etc.)
Social Impact Strategy, Assessment, & Partnerships
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impact assessment audits for philanthropic innovation and social capital initiatives
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capacity building and business development for social ventures
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private and social sector partnership building
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professional mentorship & volunteer opportunities with social sector
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facilitation of high-level meetings & networking events, round tables, conferences
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corporate social responsibility program development, strategy, & integration
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employee engagement and matched giving program guidance and support
Leadership Development
- Values In Action (VIA): leadership framework guided by Core Compass points: Inspiration, Intention, Integrity and Impact. VIA offers immersive expeditions, transformational leadership facilitation, training, workshops, coaching, and keynotes.
- Executive Coaching: Global Momenta accepts a limited number of select clients for executive coaching & customized C-Suite leadership development.