INSIGHT works with philanthropists with a commitment to impactful investing. We don’t want to help you donate, we want to help you donate well.

Our team’s background in charitable giving and the charity sector coupled with our understanding of the needs, responsibilities, and expectations of donors allow us to create customized philanthropic plans and partnerships that go the distance. Whether it is a single project or a long-term investment, the INSIGHT team can do the legwork before, during and after the partnership to ensure that your donations make a difference to the people and places you want to assist.

76% of next generation donors want to pursue a philanthropic path independent of their predecessors. These innovative donors approach philanthropy with their own values, priorities and goals and INSIGHT provides bespoke guidance and strategies to help next generation donors make their mark.

INSIGHT specializes in working with the next gen to educate them on charitable giving and help them find their voice in the process. Our team prides itself on being able to bridge the gap between generations and find and develop projects that create sustainable impact. We help new donors look at potential, innovative approaches and created tailored strategies to help them as they forge their own philanthropic path.

INSIGHT works with public and private foundations to manage grantmaking programmes and ensure the mission of the foundation is being fulfilled. We can establish foundation direction, launch new foundations or initiatives, select and manage new grantees, create and monitor reporting and metrics for existing grantees, facilitate board meetings, oversee communications and make your foundation operation more effectively.

We recognize foundations want to keep administrative costs low to ensure funding goes to those the beneficiaries who need it most. Whether you have no staff, need support on a single project or are looking to outsource larger, operational roles, INSIGHT can help fill the gaps where needed without retaining a full-time staff.

Once you have identified a charity or cause, it is important to select a partner who is effective in the activities they deliver and the way they use your financial support.

INSIGHT offers donors a range of charity assessment options – from a remote evaluation of financials and external materials to an in depth site visit and interviews with key stakeholders. Our findings can be delivered as anything from a two page summary to a fifty page detailed report. We analyse information and present it in a way that is accessible.

Our team can review existing partnerships as well as potential new ones to ensure your donation makes the impact you expect. Our team’s background working for domestic and international charities allows us to see the potential red flags that an outside evaluator without not-for-profit experience may not notice. Additionally, we work alongside financial advisors and donor advised funds to provide their clients with input from those with experience inside charities.